Tool 08 · CRM companion
Work the lead without leaving the list.
Lite CRM with Quick Actions gives Medicare agents a faster way to search leads, update opportunity stage and status, and handle the next client action without opening another page or window.
Inline stage and status Notes and tags in context CRM remains the system of record
A closer look
The lead directory becomes a working surface.
Explore the simulated directory, select a lead's Quick Actions button, and see how notes, AI summaries, dictation, and HealthSherpa tools stay connected to the right contact.
AceAgent Toolbox/Lite CRM + Voice
Secure operationsAAInteractive tool previewSee the lead directory and its in-place Quick Actions.
Recent contact directory50 most recently created contacts
Clear filters
ContactSourceTagsOpportunityQuick Actions
↗Try it: Select Quick Actions on any simulated lead to open the working panel.
Selected leadMaya Thompson
One-click profile reconciliationCompare the CRM and HealthSherpa records, then verify the proposed changes before either system is updated.
ProQuick CRM ActionMaya ThompsonWork the lead without leaving the directory.
CloseWhat each element does
Less navigation. More actual lead work.
Lite CRM keeps the highest-frequency CRM tasks together while preserving deliberate review for every external update.
Find the right lead quickly
Search the connected CRM by name, email, or phone, then narrow the directory by pipeline, opportunity stage, and status.
Work opportunity stage and status in place
Move a lead to the next stage or update its open, won, lost, or abandoned status from the directory instead of opening another CRM page.
Open Quick Actions without losing your place
Expand the working panel for the selected lead while the filtered directory stays available behind it.
Add exact notes and tags
Prepare a contact note or apply tags from the same surface, with a clear review step before the update reaches the connected CRM.
Dictate while the conversation is fresh
Pro agents can speak a note, correct the transcription, and approve the exact text instead of retyping the call from memory.
Turn authorized recordings into useful summaries
Pro agents can create an editable AI summary from an available call recording, then decide what belongs in the CRM note.
Reach HealthSherpa tools in context
Pro agents can reconcile CRM and HealthSherpa profile data, review differences, and launch supported quoting or enrollment actions for the selected client.
Open the full client workspace only when needed
Stay fast for routine lead work, then move into the complete client workspace when the situation needs more history or context.
Capability by package
A fast lead workspace in Core. Deeper client tools in Pro.
The directory stays useful on its own, while Pro adds the conversation and HealthSherpa tools that expand what agents can do from Quick Actions.
Lite CRM workspace
- Search and filter connected leads
- Update opportunity stage and status
- Open lead-specific Quick Actions
- Add reviewed notes and tags
Conversation + HealthSherpa actions
- Voice-dictated CRM notes
- AI call-recording summaries
- HealthSherpa profile reconciliation
- Supported quoting and enrollment handoffs
Fast without losing control
Quick Actions prepare the work. You approve the result.
AceAgent keeps routine lead work close at hand without silently changing the CRM or hiding which contact receives the update.
- 1Select the exact lead
The active contact and stable CRM identity remain visible throughout the action.
- 2Prepare the change
Choose the stage, status, note, tag, transcription, or supported HealthSherpa action.
- 3Review and verify
Confirm the exact update, then let AceAgent read back the connected system's result.