Ede'mNow CRM

ACA & Medicare client management

New lead

Client Address

Start typing the client address and matching U.S. addresses will appear automatically. Selecting one fills city, state, ZIP, and county.

Appointment

Task

Email template

Import leads from CSV

Required columns: first_name and last_name. Optional columns: phone, email, zip_code, state, coverage_type, stage, lead_source, follow_up_at, notes.

Upload lead document

Maximum file size: 10 MB.

Add internal note

Complete follow-up

Merge duplicate lead

The selected duplicate will be merged into the current lead. Related tasks, appointments, documents, notes, follow-ups, and consent receipts will move to the current lead.

Assignment Rule