The CRM that keeps your agents on the phone.

Spartan-OS is the platform Spartan Financial Solutions built to run its own life-insurance agents — a 3-line power dialer, AI follow-ups, and built-in consent guardrails in one browser tab. Licensing for other agencies opens soon.

Every feature on this page ships in the product today.

Click a contact. Dial them. Drag a lead.

No signup, no fake video. Everything below actually works — it's the product UI on sample data.

spartan-os.com
Contacts
4 sample leads · click any phone icon to dial
Name
Action
John Smith
demo-lead-1@example.com
Jane Doe
demo-lead-2@example.com
Sam Demo
demo-lead-3@example.com
Pat Sample
demo-lead-4@example.com

On the real dashboard, dialing happens through Twilio, pipeline drags persist to your DB, and AI follow-ups draft themselves. This is the same UI — driven by sample data.

Everything an agency runs on. One login.

Built for daily use by the agency that built it — dialing and outreach first, everything else in reach.

3-line power dialer

Three lines ring at once and the first pickup wins the agent's attention — the rest drop off quietly. Loaded leads dial straight through, with outcomes logged as fast as agents can talk.

AI texts and AI voice

AI text sequences follow up in the agent's voice, and AI voice calling keeps working the list. Every AI send is logged.

Calls in the browser

Dialing runs on Twilio inside the browser tab. No desk phones, no softphone installs, no separate telecom vendor to manage.

Outreach as the agent

Texts go out from each agent's own number and emails from their own connected mailbox. Clients hear from a person they know, not a platform.

Automations

Rule-based automations pick up the busywork between conversations — follow-ups and next steps fire without an agent remembering to.

Lead vault + distribution

Imports land in a central vault, get deduped against the whole agency, and distribute out to agents from one place.

Pipelines

Drag-and-drop boards show every lead's stage at a glance — the same board you can try in the demo above.

Per-agent reporting

Activity rolls up per agent, so owners see who's dialing and what's closing without chasing screenshots.

Guardrails, not homework.

Consent checks run inside the platform, in the dispatch path itself — not in a policy document your agents are supposed to remember.

Consent ledger

Consent and revocation are recorded append-only — corrections are new entries, never edits.

Quiet hours

Every outbound text — manual, bulk, automation, or AI — is checked against local quiet hours before it sends.

Opt-out handling

Revocation is recognized from natural language, not just the literal word STOP — and ambiguous replies get flagged for a human.

These guardrails support your agency's compliance program. They are not legal advice and don't guarantee regulatory outcomes.

Pricing

Locked while Spartan-OS runs Spartan's own agents. When licensing opens, this is where it happens.

Spartan-OS for agenciesComing soon

One platform license for your agency. Pricing is announced when licensing opens — nothing to sign up for yet, and nothing collected here.

  • 3-line power dialer with browser calling
  • SMS + email sent from each agent's own number and mailbox
  • AI text sequences and AI voice calling
  • Rule-based automations and follow-ups
  • Lead vault with dedup and distribution
  • Drag-and-drop pipelines
  • Built-in consent guardrails: consent ledger, quiet hours, opt-out handling
  • Per-agent activity reporting

Spartan-OS currently runs Spartan Financial Solutions' own agents. Licensing for other agencies opens after that.