What to test in a CRM demo
How records are organized — contacts vs households.
How calls, SMS, and email attach to a record.
Follow-ups, renewals, and daily queues.
Dashboards and whether sample data resembles your work.
Free demo vs free trial
A free demo is an instant, no-signup look at the product with sample data. A free trial is your own account with your data, usually time-limited. Start with the demo to decide whether a trial is worth your time.
CRM demo for insurance agencies
Insurance agents should test household records, policy and carrier fields, ACA and Medicare workflows, commission tracking, and compliant SMS. The ChronosCodex live demo shows all of these with sample data.
Inside the live demo
Frequently asked questions
Is there a CRM demo with no signup?
Yes — chronospreview.com is a public, no-login ChronosCodex demo with sample data.
What sample data should a CRM demo show?
Realistic records with policies, communications history, documents, tasks, and reports — enough to judge real workflows.
Can I test insurance-specific workflows?
Yes — the demo includes ACA and Medicare household workflows, commissions, and multi-channel communications.