Convert More Leads Into Sales

The DFY CRM helps you start, converse, and book more appointments on autopilot for your business through SMS, Email, Live Chat, Phone Calls, and much more! Scroll down for more details.

Using The DFY CRM You Can...

Speed

Double Your Speed To Lead

Stop missing out on conversations! Streamline all your communication in one place so that you can double your speed to lead and fill your pipeline!

Calendar

Instantly Fill Your Calendar

Say goodbye to missed sales opportunities! The DFY CRM makes scheduling appointments feel magically easy so that you can close more deals!

Calls

Drive More Phone Calls

Automatically route calls and convert inbound leads to sales opportunities by connecting you directly with leads who want to talk right now!

Smart

Build SMART Nurture Campaigns

Get up to an 70% response rate from your leads and customers with The DFY CRM SMART automation campaigns that interact across multiple channels!

Performance

Gain Key Insights Into Performance

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

Industry Leading Features

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7 Channel Automated Follow Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates to up to 80%.

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Team

Management

Work as team members to see the system how they see it, track progress, set up campaigns, and more.

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AI Appointment Booking

Use The DFY CRM to book appointments for you so that you can focus on what matters the most, closing deals.

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Lead Round

Robin

Automatically distribute leads between team members and track the progress on each lead.

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Live Call

Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.

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Reminders


Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.

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Communication Center

All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!

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Advanced

Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

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Mobile App


Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.

Industry Leading Features

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7 Channel Automated Follow Up

Automatically message leads across multiple channels including SMS, Email, Voicemail, Calls, Facebook Messenger, GMB and Website Chat to increase response rates to up to 80%.

Image

Team

Management

Work as team members to see the system how they see it, track progress, set up campaigns, and more.

Image

AI Appointment Booking

Use The DFY CRM to book appointments for you so that you can focus on what matters the most, closing deals.

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Lead Round

Robin

Automatically distribute leads between team members and track the progress on each lead.

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Live Call

Transfer

Automatically get inbound calls every time a lead is ready to talk and when they schedule on your calendar.

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Reminders


Remind yourself to call leads, send documents, or any other sales-related tasks in your leads lifecycle.

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Communication Center

All your communications in one place! Email, SMS, Phone, Voicemail, Facebook Messenger, Web Chat and More!

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Advanced

Reporting

Easily see how well your campaigns and sales team are performing so that you can increase your opportunities and sales!

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Mobile App


Close prospects on-the-go with our mobile app, respond to leads, track statuses, complete reminders, and more.

Seamless Integration With 2000+ Tools

Integrate The DFY CRM With Tools You Already Love

With Our Custom Integration And Zapier!


PLUS


You get access to the entire Senior Sales University Online Training platform as part of your membership when you sign up for access to The DFY CRM!

Here are just a couple of the HAPPY Customers using The DFY CRM!

Here are just a couple of the HAPPY Customers using The DFY CRM!

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Tony Merwin

Medicare

Wanted to publicly thank Eric Fierro! My seminar workflow is jammin! People can text in a code word to kick off the RSVP workflow or respond to the landing page which is pushed out via Facebook, direct mail and a QR Code.


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Garry Edwards

Medicare

I uploaded 50 Direct Mail leads into the CRM. Within 5 minutes of me activating the T65 Med Supp campaign I got a phone call, set the appointment, and sold the app. Made $300+ instantly! This stuff works if you’ll just work it!

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Mark Garrett

Medicare & Final Expense

Got the CRM on a Saturday. Watched the Eric Fierro training. Uploaded an old FE file using his spreadsheet example at 8:30 (32 leads) for a test. Got a call at 8:45 from a lead that got a text. Wrote a $600 Premium policy all done by 9:30. It works!

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Mark Streeter

Final Expense & Medicare

Heck yeah guys I have implemented the CRM and self generating fb leads and am loving it! Having everything all laid out in one program is fantastic! These are my results from telesales since last Wednesday! Thanks Eric Fierro for introducing me to this!💪💪😎 Sales = $7,361


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Jose Gonzales

Final Expense & Medicare

I uploaded about 250 existing FE clients to the system in November to test it and I sent them a Happy Thanksgiving note via text and email. After that, I wrote a FE app for 855 AP and 2 MAPDs at 270 each over the phone. Total Sales 855+270+270 = $1, 395👌 without a single a penny for Marketing. That just paid for the system for the entire year!!!


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Bobby Rodriguez

Final Expense & Medicare

Just started my Sales University CRM this week for myself and a few agents in my agency. Took a few days where I focused on adding a few things to tailor to our needs and it is working awesome!!! Went live yesterday and we have already made 5 sales through this process. Looking forward to testing different things with it.



Plans For Businesses Of All Sizes

Included with all plans

  • 1 Local Number Setup


  • Email Account


  • Built In Texting


  • One Ring Voicemails


  • Automate emails


  • Unlimited Contacts


  • Unlimited Calendars


  • Unlimited Chats


  • Unlimited Funnels


  • Unlimited Triggers


  • Unlimited Campaigns


Included with all plans

  • Unlimited LOA's/Assistant Accounts


  • Smart Notifications


  • AI Lead Responding


  • Built In Lead Nurture Automations


  • Built In Client Retention Automations


  • Built In Cross Sell Automations


  • Built In AEP Automations


  • Built In Website


  • Included Mobil App for Push notifications

Included with all plans

  • Weekly Zoom Training


  • Call Scripts for Selling


  • CSG Quote Tool Included


  • T65 Funnels and Email templates included


  • Digital Business Card Included


  • As we innovate, we continue to share with our community. Always getting better!


  • There's way too much to list, make sure and check out our demo!!

Cost For Phone and SMS Usage

  • Text: $0.009 ea.


  • Email: $0.000 ea.
  • Toll-Free Number: $2.00 ea.


  • Toll-Free Minutes: $0.0156 ea.
  • Local Voicemail: $0.0156 ea.


  • Toll-Free VM: $0.0156 ea.
  • Local Number: $1.00 ea.


  • Local Minutes: $0.0156 ea.

Frequently Asked Questions

1. What Kind Of Support Do You Provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer Live Chat support 7 days a week, 24/7 email support, as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

4. How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows for leads or clients. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

2. How Do I Get Started?

Sign up for a Demo video so that Eric Fierro can show you everything included with membership to Senior Sales University and The DFY CRM! See how easy our platform make business management. We hope you'll join us once you see how we can boost your business.

5. Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts. We also include an agreement stating that your data is safe and protected and in turn also that our intellectual property won't be copied and taken to another system if you decide to become a member.

3. How Secure Is My Customer Data?

In 2022, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches. All of our accounts are HIPPA Compliant.

6. What Platform Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease. Natively we integrate with Facebook, Instagram, Google My Business and Gmail.

Frequently Asked Questions

1. What Kind Of Support Do You Provide?

Support is at the heart of everything we do so supporting you and your business is our top priority. We offer Live Chat support 7 days a week, 24/7 email support, as well as an easy-to-navigate comprehensive tutorial library for quick answers to your questions.

4. How Does Your Automation Work?

We provide comprehensive automation that will execute and automate workflows for leads or clients. Our smart campaigns will put SMS, Email, Web Chat, Phone Calls, and Calendar Appointments on autopilot.

2. How Do I Get Started?

Sign up for a Demo video so that Eric Fierro can show you everything included with membership to Senior Sales University and The DFY CRM! See how easy our platform make business management. We hope you'll join us once you see how we can boost your business.

5. Can I Cancel My Account At Any Time?

You can cancel at any time. No need to worry about obligations or contracts. We also include an agreement stating that your data is safe and protected and in turn also that our intellectual property won't be copied and taken to another system if you decide to become a member.

3. How Secure Is My Customer Data?

In 2022, data privacy and security is every company's obligation. That's why we ensure compliance with all governing laws and regulations, as well as provide extra protection against security breaches. All of our accounts are HIPPA Compliant.

6. What Platform Do You Integrate With?

Our integration spans across multiple platforms for simple and seamless automation. We use Zapier to automate between over 2000 other applications with ease. Natively we integrate with Facebook, Instagram, Google My Business and Gmail.

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Watch Our Demo Now!

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