CRM

**CRM**
At Karma Financial, we take pride in using **AgentView**, a CRM developed by our in-house tech team. This cutting-edge platform represents a significant investment—hundreds of thousands of dollars—designed to provide agents with an unparalleled experience.

AgentView consolidates all commissions, deals, policies, and data from every carrier and company into one centralized, easy-to-navigate system. No other insurance team has ever achieved this level of organization and transparency for their agents. With AgentView, we’re not just streamlining processes—we’re revolutionizing the way agents manage and grow their business.