latchcrm

A Latch product · on Latch Market

Product demo

This is LatchCRM, running.

Same paper, same sage, same dashboard agents see after they sign in. Sage drafts, coaches, and quotes. You approve before anything spends or sends.

latchcrm.live/dashboard
LatchCRM
Insurance ops
Work
  • Dashboard
  • Inbox2,666
  • Leads
  • Quoting
  • Call
$212.40
Today · Friday
Hey Liam
4 agents on the phones · 14 calls due before 5pm
APV this week
$2,836
Leads to call
2,093
Contact rate
62%
Cost / dial
$0.11
Sage · today's path

Start with Marcus Webb — his term renews in 19 days at a 40% rate jump. Clean flip to whole life, est. $1,320 AP.

Today's queue · 14 open
  • MWMarcus WebbTERM 20 · renews in 19d$1,320
  • DADenise AlvarezIUL quote · callback 10:30$1,680
  • HPHarold PikeFinal expense · appt Fri 14:00$960

The real dashboard. Same layout, type, and palette you get after sign in.

Live platform metrics

12
Users onboarded
4 agencies
267
Policies logged
across all agents
3,348
Leads in pipeline
MP + FEX
1,049,472
Automated step-runs
follow-up workflows

What is live

Overall maturity82%
Lead pipeline + boardCore CRM
Round-robin lead routingCore CRM
One-click dialer + SMSComms
Email drafting (Sage)Comms
Automated follow-up workflowsAutomation
Commission tracking + importsRevenue
Client policy portalClient
Quoting engine (50 states)Quoting
LatchLab lead marketplaceRevenue
Onboarding V2 + Sage AIAI
Sage Crews on a timerAI
Sage Plus / Pro checkoutRevenue
PWA install (field agents)Mobile
Autonomous email sendingAI
Bulk email campaignsComms
Live coaching during callsAI
Full mobile autonomyMobile
14 shipped 3 still building

Mobile Autonomy Progress

Field agent independence
Goal: full autonomy by Aug 15, 2026
65%
Mobile viewport
PWA install
Offline leads
Push notifications

Sage AI

Live

Drafts follow-ups

Sage reads the lead history and writes the next message

Live

Email drafting

Platform-native email drafts, ready for approval

Live

Books appointments

Parses natural language to schedule calls

Live

Call coaching

Live scripts and objections during calls

Live

Quoting engine

50-state carrier quotes in seconds

Live

Sage Crews

Closer, keep, scout, and market tick without a chat turn

Beta

Plain-English commands

Tell Sage what to do, it runs the platform

Building

Autonomous ops

End-state: automate everything but the sale

How it is priced

CRM
Seats from $99

Solo $99. Manager $119. Agency $299. We never take issued premium.

Sage
Free / $20 / $200

Plus and Pro buy more Sage, not a CRM seat. Checkout is live.

Utilities
+10% markup

SMS, voice, email, AI. Prepaid wallet. Latch never spends on ads.