Compli-Text sends compliant, personalized opt-in messages to your leads in one click — straight from Lead Manager, eAgent, Ricochet360 or Performology into Hearsay Relate.
No credit card required · Works in Chrome & Edge
How it works
In Lead Manager, eAgent, Ricochet360 or Performology. The name is read automatically.
The Compli-Text panel opens with the lead's name pre-filled.
Fresh Lead, Requote, Win Back, Renewal and more, all customizable.
The compliant text goes out and you're back on your lead list.
Integrates with the tools you already use
Demo with eAgent & Lead Manager
Demo with Ricochet
Compli-Text doesn't just save time — it actively grows your book of business every single day.
Sales producers who use Compli-Text contact 4x more leads by ease of use and move straight to the next lead.
Compli-Text sits right on the screen while service handles calls and policy updates. The moment a customer is happy — one click sends a personalized review request with your Google review link already embedded. No switching apps, no copy-pasting.
Every happy customer is a potential referral source. Compli-Text sends a personalized referral request with your agency's custom landing page link — making it effortless for customers to refer friends and family directly from their phone.
Pricing
$149 per seat, per year. No hidden fees. Buy now, or try it free for 5 days first.
Solo
1 Seat
$149/yr
per seat
Team
5 Seats
$699/yr
$149 per seat
Agency
10 Seats
$1,299/yr
$149 per seat
Need more than 10 seats? Contact us for custom pricing.
No credit card to start. Tell us which CRM you use and we’ll email your install link in about a minute.
After 5 days the extension pauses until you add a card — $149 per seat, per year. Or buy now.
Downloads
Launchers add a TEXT button right next to every lead’s phone number and open Hearsay Relate already loaded with that lead.
Adds a TEXT button beside every phone number on your Leads grid. Picks the mobile number automatically, flags possible landlines in amber, and opens Hearsay Relate already loaded with that lead.
chrome://extensionsTwo extensions work together here — the core Compli-Text templates plus the Ricochet Launcher that reads the lead and opens Hearsay Relate. Both install from the Chrome Web Store.
The original extension for Lead Manager and eAgent. One click from the Chrome Web Store, and it works in both Chrome and Edge.
Not sure which one you need? Start a free trial and we’ll email the right setup for your CRM.