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About Builder CRM?

Builder CRM is an AI-powered customer relationship management platform designed specifically for Financial Professionals and Insurance Agents. Built by the experts at RED Media, it streamlines lead generation, automates follow-ups, and simplifies marketing campaigns — all in one place. Trusted by agents across the country,

Builder CRM is quickly becoming the fastest-growing sales and marketing platform in the financial services industry — empowering professionals to close more deals, stay organized, and scale their business with ease.