OnFlow

OnFlow

Webase
+
+

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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.

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

Businesses searching for a solution to improve their services and increase sales

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

No information available.
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

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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

Webase
Founded: 2011
Netherlands
onflow.eu

Company Information

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

Alternatives

Alternatives

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absoluteBUSY

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Flowlu

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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 OnFlow and update features and information
Claim OnFlow 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