Platform Features

One platform your team actually runs the day on

Calls, texts, and email. Industry-specific pipelines. ChosenAI coaching, workflow automation, and reporting. It's the whole sales motion in one place, priced flat at $197/user/mo. Optional IDX and custom integration work are called out upfront.

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Six pillars, one login. The point of a vertical CRM is that nothing here needs a second tool to finish the job.

app.chosencrm.com/dashboard
ChosenCRM mortgage command center with pipeline, tasks, and rate alerts

The six pillars

Everything the day runs on, in one place

Click into any pillar for the full breakdown, screenshots, and industry examples.

app.chosencrm.com/communications
Power dialer interface with local presence and call controls

Communications

Power dialer, SMS, email, and call recording in one place

  • Power dialer with local presence
  • SMS campaigns and templates
  • Email sequences
  • Call recording and transcription
  • Unified communication timeline
  • Voicemail drop
Learn more →
app.chosencrm.com/chosenai
ChosenAI assistant providing deal recommendations and coaching

AI and Coaching

ChosenAI understands your industry and guides your next move

  • ChosenAI business assistant
  • Daily coaching briefings
  • Performance analysis
  • Follow-up recommendations
  • Smart alerts
  • Role-play training scenarios
Learn more →
app.chosencrm.com/pipeline
Drag-and-drop pipeline view with deal cards

Pipeline Management

Industry-specific pipelines that match how you actually work

  • Drag-and-drop deal stages
  • Industry-native pipeline templates
  • Risk and stall detection
  • Next-best-action prompts
  • Stage-based automation
  • Deal progress tracking
Learn more →
app.chosencrm.com/documents
Document management with upload and extraction tools

Automation and Tasks

Documents, templates, and workflow automation that eliminate manual work

  • Document uploads and extraction
  • Template library
  • Task management
  • Workflow automation
  • E-signature readiness
  • Compliance document tracking
Learn more →
app.chosencrm.com/coaching
Individual and team goal setting interface

Goals and Accountability

Real accountability tools that keep teams executing daily

  • Individual and team goals
  • Activity tracking and streaks
  • Manager visibility dashboard
  • Meaningful leaderboards
  • Daily task assignments
  • Performance coaching prompts
Learn more →
app.chosencrm.com/reporting-accountability
Reporting dashboard with pipeline, activity, and revenue charts

Reporting

See what's working, who's producing, and where deals stall

  • Pipeline reports
  • Activity reports
  • Revenue forecasting
  • Team performance dashboards
  • Goal completion tracking
  • Custom report builder
Learn more →

Why one platform

Four industries, one data model — not a generic CRM with a skin

The pipeline stages, automation triggers, AI coaching, and reporting are built for mortgage, real estate, solar, and insurance from the ground up. Switch verticals and the terminology, workflows, and playbooks switch with you.

  • Native pipelines for pre-qual, listings, installs, and renewals
  • ChosenAI that speaks 1003s, showings, permits, and policy reviews
  • Calls, texts, email, and follow-up on one contact timeline
app.chosencrm.com/dashboard
ChosenCRM solar command center with install pipeline and rep activity

Built for teams that live and die by execution

4

Industries with native pipelines and terminology

1

Platform for calls, texts, pipeline, and coaching

100%

Of follow-ups tracked, so no lead goes dark

60-day

Money-back guarantee, no contracts

See the full platform end to end

Reserve early access with a 60-day money-back guarantee. No contracts.

Reserve Early AccessCompare pricing