CRM Add-ons — AI, Texting, Call Recording & Insurance Marketing Tools
Addons
Supercharge Your CRM with Powerful Addons
Enhance your ClientWave360 experience with premium features. Select the addons you need and only pay for what you use.
Most Popular
MAX+
AI-powered workflow automation and content generation.
$9.99/month
- Workflow automation suite
- AI-powered contact insights
- Email content generation
- Smart recommendations
- Automated follow-ups
Click to select
RX Management
Track and manage prescription info for your clients.
$19.99/month
- Prescription tracking
- Medication history
- Renewal reminders
- Client health profiles
- Compliance reporting
Click to select
Premium Integrations
Connect your favorite tools and supercharge your workflow.
$14.99/month
- Google Calendar sync
- Twilio voice & SMS
- Calendly scheduling
- Phone Burner dialer
- Mailchimp campaigns
Click to select
API Access
Build custom integrations with our API and Zapier.
$9.99/month
- Full REST API access
- Zapier app integration
- Webhook support
- Custom data syncing
- Developer documentation
Click to select
Select one or more addons above to get started. View plans or contact sales.
FAQ
Questions, answered.
Everything senior insurance agents ask before switching.
Start with a full 14-day free trial of the Professional plan. You'll have access to all features including MAX.AI, workflow automation, and integrations. At the end of your trial, choose the plan that fits your needs.
Still have questions?
Our team is here to help. Schedule a demo or reach out directly.