Moving a book of business into a new system is the hard part. Here's how we handle that with you, not just hand you a login.
Most agencies come to Invictus CRM with years of client history sitting in spreadsheets, an old CRM, or a filing cabinet. Getting that in cleanly matters more than any feature.
Send over your current client spreadsheet or export, and it's mapped into client, policy, and household records — not re-typed one by one.
The 14-day trial is meant to be used with your actual book, not a demo account — so you know exactly what you're getting before paying.
Your agency's logo, name, and details are configured across the platform and client-facing documents before your team's first login.
Questions about how something works shouldn't sit in a ticket queue for a week.
Direct email supportReach the team behind the product at support@invictuscrm.com — not a first-line contractor reading from a script.
Product feedback that actually shipsFeature requests from working advisors have shaped most of what's in the platform today — tell us what's slowing your team down.
Agency-level account guidanceHelp structuring roles, permissions, and team setup as your agency grows past a handful of advisors.
Not every advisor on a team is comfortable with new software on day one. That's expected, and it's part of the rollout.
A guided first pass through the lead pipeline, e-signature flow, and quote calculator — the three things advisors use most, every day.
Plain-language documentation for the compliance and e-signature workflows, so a new hire six months from now isn't starting from zero.
As you add advisors, new team members get the same onboarding path — not left to figure it out by trial and error.
14 days free. No card required to start.
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