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Hooked CRM

CRM
Velocity5.0

Sales CRM with pipeline management, sales leaderboards, and reporting for revenue teams.

hookedcrm.com ↗

HookedCRM adds auto-pause on missed calls as its call-floor controls keep tightening.

insurance-crmcall-centeragent-managementlead-managementcompliance
◆Current state
HookedCRM is an insurance call center CRM that ships a roll-up most weeks. Since the August Quotes feature, October releases added CRM-backed call and lead lists, admin tabs for the leaderboard and quoting, up to five sales per lead, supervisor campaign permissions, a Safe Harbor toggle and automatic agent pause after missed calls.
◆Where it's heading
The product keeps adding supervisor and compliance controls to the call floor while extending lead and sales tracking for agencies. Cadence slipped from weekly to a gap in late August and September, then resumed in October.
◆Prediction
Expect more supervisor controls and lead-tracking options in weekly roll-ups; whether quoting expands to more carriers is unclear.

◆Recent moves

  1. 1mo ago

    Introducing Pause on Missed Calls and Improved Call Note Management

    HookedCRM can pause agents automatically after missed calls, stops duplicate call notes and blocks outbound calls, logout and pause until wrap-up is done. Tighter agent workflow enforcement.

  2. 1mo ago

    Advanced Lead Management and Campaign Control Features

    HookedCRM tracks up to five sales per lead, adds campaign permissions for supervisors and a Safe Harbor message toggle with live abandonment-rate monitoring. Compliance-minded dialer controls alongside lead tracking.

  3. 1mo ago

    Advanced CRM Integration and Enhanced Agent Tools

    HookedCRM adds CRM-backed call and lead lists, agency admin tabs for the leaderboard and quoting tool, and per-campaign call caps per agent. Incremental call-center controls for insurance agencies.

  4. 3mo ago

    Introducing Quotes Feature and Enhanced Agent Management

    A Quotes feature lets agents pull and compare carrier quotes side by side, with agent-level preferences for opting out of specific carriers, plus a Features tab for toggling capabilities per agent. It pushes the product past managing the call into what the agent does during it, which is a larger step than the usual weekly increment.

  5. 3mo ago

    Smarter Agent Monitoring and Data Consistency Enhancements

    Agent status is now stored and restored around supervisor monitoring sessions, monitored calls end correctly when a lead disconnects, and leads with zero earnings no longer retain a sale date. Reliability work on the supervision path, which has to hold before monitoring is trusted on a busy floor.

  6. 3mo ago

    Smarter Lead Search and Enhanced Call Campaign Tracking

    A search-by filter on the leads dashboard covers lead, phone, email, or agent, dispositions in Tacklebox AI Live Assist lead with their description, and call notes save even when the lead page is closed. Small precision gains across the parts of the workflow agents touch on every call.