Ede'mNow CRM

ACA & Medicare client management

CRM access is invitation-only. Open the secure team invitation sent to your email to join.

Reset your password

Enter your CRM email address. We will send a secure link to choose a new password.

Create a new password

Choose a new password for your Ede'mNow CRM account.

Invite team member

They will receive a secure Ede’mNow CRM join link by email.

Welcome to Ede’mNow CRM

Create your password to finish joining the team.

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.

Choose a quote type

Choose a quoting website

Appointment

Task

Email / Text Template

Insert:

Test Campaign Email

This sends one test email only. It does not contact CRM leads or change campaign counts.

Campaign

The sender automatically excludes archived/Lost records, Do Not Contact records, and SMS opt-outs. Bulk SMS excludes anyone marked Declined/Revoked/Do Not Contact and requires a valid phone number. Confirm permission before saving the campaign.

Choose an audience to preview the eligible recipient count.

Link HealthSherpa Application

This creates a permanent CRM link for this HealthSherpa confirmation ID. Future HealthSherpa syncs will keep this match even when HealthSherpa does not return an external CRM reference.

Household Member

Marketplace Action Needed

Contact Client

Email sends directly from Ede’mNow Health Marketplace. Successful sends are recorded in this client’s Activity Timeline.

Import leads from CSV

Required columns: first_name and last_name. The CRM safely combines repeated spreadsheet rows and matches existing leads by exact email or phone before importing. SSNs are never imported.

Duplicate protection is always on: existing records are updated only with missing information, never overwritten with blanks.

Import NIPR License Report

Select an agent and upload that agent's official NIPR PDB Detail Report PDF. The CRM will include only active health-related producer licenses and exclude inactive, expired, and adjuster licenses.

Choose a report to begin.

Upload lead document

Maximum file size: 10 MB.

Add internal note

Complete follow-up
Incoming call

Incoming caller

Call disposition

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