Agent Assistant vs SalesTeamPro Sync

The Agent Assistant app allows agents to securely access their customer and policy information and also provides the ability to follow up on pending applications on the go.

STP Sync gives SalesTeamPro members fast, on-the-go access to their CRM right from their phone. Sign in with your SalesTeamPro credentials and you're connected — no setup required. Sync your phone contacts Browse the contacts already on your phone, search and select the ones you want, optionally add notes to any of them, and upload everything to your SalesTeamPro CRM in a single tap. Manage your CRM contacts on the go Browse your full SalesTeamPro contact list with quick search. Tap any contact to see their details, including their type — Prospect, Client, or Rep — at a glance. Take action in one tap From any contact's detail view, instantly call, text, or email them — or send them a SalesTeamPro campaign without leaving the app. Add and remove contacts anywhere Capture a new lead in seconds with a clean Add Contact form, or remove outdated contacts from your CRM with a confirmation tap. Every change syncs straight to your SalesTeamPro account. Built for sales professionals A clean, native interface designed for speed in the field. Stay on top of your pipeline without ever needing to open a laptop.