OnFlowWebase
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iPipeline CRM for DistributorsiPipeline
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Related Products
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About
OnFlow is your one-stop hosted solution for customer relationship management, lead management, project management and marketing automation. Manage your relationships and keep track of everything related to a contact. Easily follow up and monitor leads with custom pipelines. Organize all of your marketing activities in one place using our inbuilt email marketing and marketing automation tools. Manage all of your projects and tasks with ease. Store all of your contacts and their relevant information in a single clear profile. Keep track of active leads with custom pipelines and a clear dashboard. Assign one or more categories to contacts so you can easily and quickly segment your contact list for marketing campaigns. Easily track all time spent on projects tasks and contacts, and generate clear reports to monitor budgets. OnFlow is a hosted solution, which means no worrying about backups, maintenance or uptime.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses searching for a solution to improve their services and increase sales
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Audience
Insurance agencies and companies in need of a cloud solution for risk and insurance management
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationWebase
Founded: 2011
Netherlands
onflow.eu
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Company InformationiPipeline
Founded: 1995
United States
www.ipipeline.com/products/crm-for-distributors/
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Categories |
Categories |
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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
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Integrations
Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)
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Integrations
Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)
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