About
This mobile CRM is designed for insurance agents and enrollment professionals. It helps capture leads, manage client rosters, and stay connected with teams. Features include instant lead capture, compliant outreach campaigns, and team collaboration tools.
What's New in EnrollTools
4.14.2
May 14, 2026
Bug Fixes & performance Improvements
FAQ
What is EnrollTools?
EnrollTools is a mobile CRM specifically built for insurance agents, enrollment professionals, and benefits coordinators. It helps manage clients, capture leads, and run outreach campaigns directly from a mobile device.
How does EnrollTools help capture leads?
EnrollTools features a built-in business card scanner to instantly add new contacts. It can then automatically trigger follow-up sequences to ensure no opportunities are missed.
Can EnrollTools send SMS and email campaigns?
Yes, EnrollTools allows you to send opt-in SMS and email campaigns directly from the app. You can customize messages, schedule sends, and track responses in real time, ensuring compliance.
Does EnrollTools support team collaboration?
Yes, EnrollTools enables secure team collaboration within a single platform. You can share updates, monitor team performance, and communicate without switching between different tools.
What devices does EnrollTools support?
EnrollTools is available on iPhone and iPad, making it accessible for professionals on the go.
How often is EnrollTools updated?
The latest version of EnrollTools is 4.14.2, and it was last updated on May 14, 2026. This indicates a commitment to regular updates and improvements.
Is EnrollTools free to use?
Yes, EnrollTools is available for free. There are no upfront costs or subscription fees required to use its core features.
Does EnrollTools have ads?
No, EnrollTools does not contain advertisements. Users can expect an ad-free experience while managing their client relationships and outreach.
