Create, Track, Manage & Follow- up with Clients. Our Custom Insurance based CRM provides you with all the needed tools to get the most out of your CRM. Create Contacts Email invitation and tracking for all events and appointments. Schedule a follow-up Call by email or by campaigns. Send Emails, SMS messages or Campaigns directly from a contact. Easily search and review contact details, notes, conversations appointments and documents.
Generate a wide range of reports using the built-in Report creater. These might be simple activity reports like “What appointments has David made this week?”. You can also create sophisticated summaries such as “How many customers do we have in each zip code?” or “What is the total number of customers that are 64 that don't have a medicare policy?
Insurance Pro CRM
What is a CRM? CRM is short for customer relationship management. A CRM system is a web application that businesses use to organize information about their customers and leads. Our CRM system isn’t just a list of YOUR contacts. It contains customers’ details and history of your communication with a CONTACT OR LEAD, along with information about those customers’ place or status in the sales process. Our CRM also have features such as set it and forget it, email campaigns that can be setup in January but not run until a scheduled date later in the year. Custom reports or list can be created on contact information that is most important to your ability to market or communicate with your LEADS OR CONTACTS. examples are Birthday’s, Anniversaries, special Geographical locations list and more. With our CRM we have the ability to manage your leads, contacts, email communications and calendar. Our CRM system is Designed and setup to also accommodate multi user management, examples are agents with appointment setters or 3rd party marketing companies.