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About

Keep a single shared customer profile, company-wide. Get your finger on the pulse with graphs and charts detailing sales and forecasts. Track conversions end to end with personalized email, direct mail, voice, and print using a personalized touch. Works on any device – just fire up your mobile browser, no app required. Mobile bookmark Free CRM for quick access. Our deal tracking tool and sales pipeline dashboard give you a current, comprehensive view of all your sales activities. Know where every customer is in the sales cycle, deal size, contact history, even competitor information to help craft more effective CRM messaging. Reports & Dashboards provide a smooth, accurate read of everything happening. You can develop targeted marketing campaigns based on customer profiles and history. Execute email campaigns around time-sensitive promotions and opportunities with unlimited email. Track marketing in real-time, focus, and improve the quality of your lead generation.

About

Microsoft-Integrated CRM Built for Insurance. Automates sales processes & marketing campaign management. Weigh sales effectiveness activities against production goals. Delivers a superior, out of the box, industry-specific user experience. Lead tracking functionality to recruit new agents, profile new prospects, and retain existing agents. Create relevant campaigns, segment accurately, and utilize dashboard reporting. Direct integration with iPipeline Agency Integrator and the data you already have in your organization.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies and businesses looking for a tool to improve their sales and customer service

Audience

Insurance agencies and companies in need of a cloud solution for risk and insurance management

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$24.95/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CRMPRO
www.crmpro.com

Company Information

iPipeline
Founded: 1995
United States
www.ipipeline.com/products/crm-for-distributors/

Alternatives

Alternatives

PisaSales CRM

PisaSales CRM

JustRelate Group

Categories

CRM

Categories

CRM

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Integrations

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)
Claim CRMPRO and update features and information
Claim CRMPRO and update features and information
Claim iPipeline CRM for Distributors and update features and information
Claim iPipeline CRM for Distributors and update features and information