EnrollTools

Productivity

Free · Designed for iPad. Not verified for macOS.

CRM, contact capture, and messaging tools for enrollment professionals. EnrollTools is the mobile CRM built for insurance agents, enrollment professionals, and benefits coordinators. Whether you're running outreach campaigns, managing a client roster, or staying connected with your team, EnrollTools puts everything you need in your pocket. Capture leads instantly. Use the built-in business card scanner to add contacts on the spot, then trigger follow-up sequences automatically. No manual data entry, no missed opportunities. Run compliant outreach. Send opt-in SMS and email campaigns directly from the app. Customize your messaging, schedule sends, and track responses in real time. Stay organized on the go. Sync your calendar, schedule appointments, and get a clear view of your pipeline with activity tracking and performance reporting built in. Collaborate with your team. Share updates, monitor team performance, and communicate securely within a single platform, no switching between tools. EnrollTools is purpose-built for the pace of enrollment work. Open cases, follow up faster, and close more groups, all from one place.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

Bug Fixes & performance Improvements

Version 4.14.2

The developer, EnrollTools, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Location
    • Identifiers
    • Usage Data
    • Diagnostics

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contacts
    • User Content

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • EnrollTools, Inc.
Size
  • 325.6 MB
Category
  • Productivity
Compatibility
Requires iOS 16.6 or later.
  • iPhone
    Requires iOS 16.6 or later.
  • iPad
    Requires iPadOS 16.6 or later.
  • Mac
    Requires macOS 13.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • EnrollTools © 2026
  • Privacy Policy

    • Supports

    • Wallet

      The simplest way to get all your passes in one place.

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