Articles by Michael Pfeil
GOAT CRM SoftPhone V2
The new GOAT Connect softphone, only in GOAT CRM. See who is calling, text without hanging up, set callbacks in the lead's time zone and log the sale before the call ends.
10/26/2026
2 min read
One Order, Your Whole Team: Lead Sharing for Agency Owners
Lead Sharing replaces Lead Transfer and Lead Lending, plus a tour of everything in the Agency module: invites, downline, team performance, live calls, CRM seats and more.
10/24/2026
4 min read
GOAT CRM Workflows: A Game Changer for Every Lead You Buy
We never set out to build a CRM company. We built GOAT CRM Workflows to make every lead you buy work harder: worked in seconds, followed up for days, and booked with one reply.
10/14/2026
7 min read
The New GOAT Calendar: Calendly-Style Booking, Free for Every Agent
GOAT Calendar's biggest upgrade is free for every GOAT Leads agent: up to 10 events, phone, video or in-person meetings, booking questions, client reminders, self-serve rescheduling, and bookings that update your leads.
10/7/2026
8 min read
Proactive Lead Replacement: Bad Numbers Returned Before You Dial
The moment a lead is delivered, we text it. If the phone carrier says the number is dead, we return the lead for you in seconds and send your replacement. No form, no wait.
10/7/2026
4 min read
Introducing Automated Dialing in GOAT Connect
The GOAT Connect power dialer now rings, hangs up before voicemail, calls back and moves to your next lead on its own. Live October 14, built into your GOAT CRM price.
10/6/2026
7 min read
GOAT Leads Launches GOAT CRM
GOAT CRM, using GOAT Connect technology, launches October 14 at 12 PM ET. Built around the leads you already buy. $147 a month, or $108 locked in during the first 48 hours.
10/6/2026
7 min read
No Headshot? GOAT Leads Will Make You One
Agents with a photo on their thank-you page record about 30% more closes, but most agents never add one because they do not have a headshot. Now GOAT makes it for you, from any photo, right in Lead Settings.
9/16/2026
7 min read
How to Work General Life Insurance Leads
The hardest of the eight lead types to work well, because they are the easiest to buy. The four discovery questions that decide the product, in the order that makes them work.
9/7/2026
4 min read