DailyTrackly - 2026 Pricing, Features, Reviews & Alternatives

DailyTrackly is a browser-based CRM, dialer, phone system, and texting platform for insurance agencies. There's nothing to install: agents work from any modern browser on Windows, Mac, or Chromebook.

Core functions

• Pipeline: stages from New through Quoted, Pending Sale, and Won, a shared pool of open leads that agents claim, due-today lists, To-Dos for callbacks, and requote dates.

• Power Dial: one-click list dialing. The lead opens, the call goes out, and the next lead is ready on hang-up. Pause, skip, or redial.

• Voice: inbound and outbound calling in the browser, an agency number with a call queue, agent extensions, attended live transfer, voicemail, hold music, caller ID matched to the lead, call recording, and admin call monitoring (listen, barge, take over). Teams can also keep RingCentral, Zoom Phone, 8x8, or another phone system and log calls on the lead.

• Texting: two-way SMS and MMS on every lead, stage-based follow-up workflows that stop on reply, and a captive mode where each follow-up is a Text Card sent by hand.

• AI: scores for recorded sales and service calls with one coaching item, a follow-up text drafted from the call (the agent reviews and sends it), and a daily tip for each agent drawn from their own leads and calls.

• The book: current customers, a renewals board with renewal texts and a booking link, Clients-Shopping alerts when a vendor sends someone already on your book, a referral page for every agent, review requests after a sale, and win-back texts.

• Reporting: goals, points, streaks, sales logging (premium, policies, source), leaderboards, a map of closed sales, lead-source analytics, call and text usage reports, and CSV export.

• Fax: send and receive.

Plans and usage

Pro $19, Pro Plus $29, and Pro Max $50 per agent a month, with 1,000, 1,500, or 3,000 texts and minutes per agent. Usage is pooled across paid agents. Extra usage is $0.03 per text segment or minute. Business texting registration (10DLC) is $69 one-time, then $10 a month. Local numbers are $12 one-time plus $4 a month. Number porting is included.

Integrations

Lead vendors post straight in with built-in field mapping for EverQuote, QuoteWizard, SmartFinancial, MediaAlpha, and Hometown Quotes, and any source that can post to a webhook can send leads to your workspace's intake URL. Spreadsheet import for leads and current customers. Google sign-in.

Security and compliance

Each agency's data is kept in its own workspace, with admin and agent roles. Text consent is tracked per lead, automated texts skip leads without consent, STOP and HELP replies are handled automatically, and workflow texts wait for your texting window. Recordings and call logs stay on the lead.