CRM for insurance & network sales
Contacts, pipeline, downline, and commissions — one place your whole team will actually open.
Follow-ups live in your head. Pipeline lives in a sheet. Your downline lives in a PDF. Commissions get rebuilt by hand. KiteKnot turns that mess into one operating system — so the work compounds instead of leaking.
Every “follow up next week” becomes a scheduled next step with a reminder. Leads stop dying in the gap between conversations.
One shared pipeline shows who is moving, who is stuck, and where to jump in — so standups become glances.
Commissions, rank tracking, and production roll up automatically. Stop rebuilding the same spreadsheet every month.
See the full genealogy, spot quiet branches, and coach the people who need you — not the ones who yell the loudest.
One board your team opens every morning — instead of five apps, a spreadsheet, and another “where are we on this?” thread.
Everything else is noise. We built the parts of a sales business that actually change revenue, retention, and team health — and left the rest out.
Every prospect, client, and recruit in one record — with calls, notes, and next steps attached.
See what is moving, what is stuck, and what closes this month — without opening a spreadsheet.
Your downline as a living tree. Spot who is rising, who is quiet, and where to spend your time.
Appointments, tasks, and reminders sit next to the contact — so the next step is obvious.
Rank-based payouts calculated from your plan — Fast Start, match, leadership — without the monthly scramble.
Leaderboards, goals, and team metrics that update as the work happens — not after month-end.
No consultants. No migration project. Open it, load your people, run the day.
Choose WFG, Primerica, or a custom plan. Ranks and hierarchy load instantly — nothing to configure from scratch.
Import a spreadsheet or type them in as you go. Prospects, clients, and recruits each get the right view.
Open pipeline, knock out follow-ups, book meetings, check production — one board, not five tabs.
If your business runs on relationships, a downline, and rank-based pay — this was designed for you, not adapted from a B2B sales tool.
Policies, carriers, licensing, and the hierarchy from recruit to top producer.
Portfolios, production goals, and rank performance — without the monthly scramble.
Genealogy, compensation plans, and recruiting that your team can see and trust.
Pipeline, appointments, and accountability in one shared view.
In the product today
Start free. Keep the full product. No tiers, no seat minimums, no modules to unlock.
Full product, billed monthly
Same product — about $5.83/mo
30 days free · No credit card to start · USD·Full plan details
Generic CRMs were built for B2B sales teams. KiteKnot is built for insurance and network sales — genealogy, ranks, compensation plans, and recruiting are first-class, not bolted on.
No. Start on your own and invite people when you are ready. Genealogy relationships stay visible either way; each person activates their own workspace when they want in.
Yes. Add them manually or import from a spreadsheet. Most teams are fully moved over in an afternoon.
Role-based access, full audit logging, encryption in transit and at rest. We never sell your data.
Start free with the full product — no card. After that it is a simple monthly or yearly plan. Details are in the pricing section below.
See pricingReady when you are
Pull in your contacts, connect a booking, work one real day of pipeline. If it is not faster than what you use now — leave. Your data comes with you.