GOAT Leads Launches GOAT CRM

GOAT CRM goes live on Wednesday, October 14 at 12:00 PM ET, using GOAT Connect technology for its dialing, texting and AI. We built it for one reason: to make the leads you already buy from us close more often. Your leads land in it the second they're delivered, and everything you need to work them is on the same screen.

GOAT Leads + GOAT CRM + GOAT Connect = Agents Close More Policies.

The Short Version

• Launch: Wednesday, October 14, 12:00 PM ET.
• First 48 hours: buy by Friday, October 16 at 12:00 PM ET and lock in $39 off, $108 a month for as long as you keep your seat.
• Built for our leads: your GOAT leads are in your CRM the moment they're delivered. No import and no sync.
• Call, text, email and follow up from one place: a power dialer with Automated Dialing, a two-way inbox, workflows and talk tracks.
• Price: $147 a month. Phone numbers and usage are billed separately through your CRM wallet.

Built Around the Leads You Already Buy

Most CRMs are built for any business and then pointed at insurance. GOAT CRM started from the other end: our leads. Every lead we deliver already clears 10 automatic checks, including a check on its phone number, before it reaches you. The CRM picks up where those checks stop and helps you turn a good lead into a sale.

Here is what it does at each step of a lead's life:

1. The lead lands. It's in your CRM within seconds, on the same platform that delivered it. There's nothing to import and nothing waiting on a nightly sync.
2. You call. Dial Leads works through your list for you. Best time first puts each lead at the hour leads like them tend to pick up, and Automated Dialing double-dials before voicemail. Local presence shows a nearby number.
3. They don't answer. The dialer can drop your recorded voicemail, text back a caller you missed, and turn no-answers into callbacks hours or days later.
4. You follow up. Workflows send your follow-up texts and emails on schedule, and every text, email and call with a lead sits in one Conversations thread.
5. You get them on the phone. Your talk track appears on screen with the lead's details filled in. After the call, log the outcome and a note in one step and the dialer moves on.
6. You stay compliant. State call limits, each lead's calling hours and do-not-contact are enforced by the software on every call, not left to memory.

The leads were already the best part of your day. The CRM is how you stop losing the ones you paid for.

"We are committed to making our CRM the best in the industry! Our CRM is being designed to enhance the quality of our leads and ensure agents close more policies!"

— Michael Pfeil, President & Co-Founder, GOAT Leads

What's Inside GOAT CRM

Your leads. Your follow-up. One workspace. Everything below is included with a GOAT CRM seat on October 14. It's the same list you'll see on the GOAT CRM sign-up page inside your GOAT Leads account.

Conversations & Messaging

• Conversations composer. Send texts and emails to your leads from one inbox. Every text, email and call with a lead sits in a single thread, so you never hunt across four apps for what you said last.
• Message templates. Reusable text and email templates for the replies you send every day.
• Attachments. Share files right in your conversations.

Follow-Up Automation

• Workflows. Automated follow-up sequences with folders, templates and enrollment tracking. Ready-made Client Care templates are included, like Policy In Force, Ask For Referrals, Annual Review and Happy Birthday. Set it once and every lead gets your follow-up on time.
• Bulk Actions. Campaigns that reach many leads at once, with pause and resume.

GOAT Connect Calling

• Dialer and softphone. Call leads from GOAT Leads in your browser, or through your cell phone. Dial Leads works through a list of up to 500 leads for you, with Automated Dialing, best time first ordering, voicemail drop and callbacks with reminders.
• Call Analytics. See how your calling is performing.
• Call History. Review every call, with recordings where enabled.
• Phone settings. Call announcement, local presence, so calls show a nearby number, and speed-to-lead auto-bridge.

AI

• AI reply drafts. Suggested replies in the composer, billed per draft from your CRM wallet.

Email Services

• Public sending address. Your branded email address for lead conversations.
• Reply and forward preferences. Forwarding, BCC and reply-to settings.
• Email analytics. Delivery, opens and bounce classification.

Data & Integrations

• Custom Fields. Your own fields on every lead.
• Lead Vendors and Webhooks. Bring in leads from your other sources, attribute them, and receive them by webhook.
• Trust Center. The A2P 10DLC text registration wizard, available to every account.

Billing & Usage

• CRM Billing. Your CRM wallet balance, usage by channel and your phone numbers in one place.

Coming Soon

These are planned before November 1, 2026. They are not part of the October 14 launch.

Coming soon	What it does
AI Calling	AI-powered calling tools
AI Texting	AI-powered text conversations
AI Emailing	AI-powered email conversations
Branded Calling	Brings your business identity to your calls
Branded Texting	Brings your business identity to your texts
iPhone Messaging	iPhone messaging through GOAT Blue SMS, a separate add-on
Knowledge answers	Ask the knowledge library from the lead panel and the softphone

Still free for every agent: your Calendar, Agent Website, Digital Business Card and Tasks.

Pricing

GOAT CRM is $147 a month per seat.

Launch offer: the first 48 hours lock in $39 off. Buy your seat between Wednesday, October 14 at 12:00 PM ET and Friday, October 16 at 12:00 PM ET and you pay $108 a month. The discount stays for as long as you keep your seat. If you cancel and come back later, the regular price applies.

The seat includes every tool listed above, including the power dialer and Automated Dialing. Phone numbers and usage, meaning calling minutes, texts, emails and AI, are billed separately through your CRM wallet. You see every charge there as it happens, so there are no surprise bills.

What Happens on October 14

At 12:00 PM ET, a Get GOAT CRM button appears at the top of the CRM screens in your GOAT Leads account.

1. Sign in to GOAT Leads and click Get GOAT CRM.
2. Check out with your card. Buy before Friday, October 16 at 12:00 PM ET to lock in $108 a month.
3. Your CRM screens unlock right away, with the leads you already have inside.
4. Pick up a phone number, flip on Automated Dialing, and start calling.

You don't need to move or import your GOAT leads. They're already there.

FAQ

When does GOAT CRM launch?

Wednesday, October 14, 2026 at 12:00 PM ET.

How much does it cost?

$147 a month per seat. Seats bought in the first 48 hours, by Friday, October 16 at 12:00 PM ET, lock in $39 off at $108 a month for as long as you keep the seat.

Is the dialer extra?

No. The power dialer and Automated Dialing come with your seat. Calling minutes are usage, billed through your CRM wallet like texts and emails.

Do I have to move my leads over?

No. Your GOAT leads are already in the CRM the moment they're delivered.

Do I need the CRM to keep buying leads?

No. Leads, your Calendar, Agent Website, Digital Business Card and Tasks stay free to use without a seat. The CRM is how you work those leads faster.

What if I cancel?

Your launch price lasts as long as you keep your seat. If you cancel and come back later, the regular $147 price applies, not the launch price.