Dailytrackly.com - 2026 Pricing, Features, Reviews & Alternatives

DailyTrackly is a SaaS production platform for insurance agencies: CRM pipeline, cloud voice, SMS, and sales reporting in one authenticated workspace. It runs in the browser — no desktop softphone install, no on-prem PBX. Agents work leads; admins control seats, numbers, routing, and usage.

Core functions

Lead pipeline: Stages, due-today work, shared open pools, ownership, appointments, to-dos on the lead. Spreadsheet/CSV intake and connected lead sources.

Power Dial: One-click progression through a list (open lead → call → next). Pause, skip, redial. Built for controlled list work rather than unmanaged click-to-call.

Native voice: Browser inbound/outbound calling, live transfer between seats, presence (available / on call), call history, recordings, multi-DID, number port-in.

SMS: Two-way texting on the lead. Optional 14-day automations that pause on reply. Captive-agent mode: automations off, manual Text Cards for compliance-friendly send.

MMS/files: Outbound attachments from the composer; inbound media handled on the message record.

Fax: Send/receive in-product.

Sales ops: Closed-sale logging (premium, policies, source), leaderboards, geographic heat map, SMS/minute usage reports, CSV export for comp meetings.

Referrals: Per-agent branded links that create pipeline records.

AI coaching: In-app tips on pace, follow-up, and call habits (not a separate BI tool).

Specs (Pro defaults)

Deployment: multi-tenant cloud, browser client

Identity: org workspace, admin vs agent roles, seat-based billing (Stripe in-app)

Voice/SMS bundles: Pro 1,000 SMS + 1,000 minutes / employee / mo; Pro Plus 2,500 + 2,500; Scale 5,000 + 5,000. Overage $0.03/SMS segment, $0.02/minute

Free tier: 2 users, 5 goals, no card

Recording + call logs searchable in-app

Local numbers and 10DLC/text registration as optional add-ons

Integrations

Native telephony and messaging (no separate Aircall/RingCentral required). Lead intake via CSV and source connections. Billing via Stripe. No public REST API or iPaaS marketplace listed — evaluate if you need HubSpot/Zapier-style sync; DailyTrackly is designed as the system of record for calls, texts, and insurance pipeline, not as a middleware layer.

Security & admin

Per-organization data isolation, authenticated sessions, admin controls for routing, groups, numbers, and captive-text policy. Call recording and usage logs for supervision. Power Dial and captive SMS modes exist to reduce unmanaged outreach risk; they are operational controls, not a substitute for your TCPA/10DLC program. DailyTrackly does not currently advertise SOC 2, SAML SSO, or on-prem deployment — confirm current posture on a security review if that’s a gate.

Support

Self-serve workspace in minutes; Pro from $19/employee/month, cancel anytime. Built for teams that will actually dial and text in the product, not for enterprises that need a custom AMS + CCaaS integration project.