Audience

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

About iPipeline CRM for Distributors

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.

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

iPipeline CRM for Distributors Screenshot 1
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Product Details

Platforms Supported
Cloud
Support
Phone Support
24/7 Live Support
Online

iPipeline CRM for Distributors Frequently Asked Questions

Q: What kinds of users and organization types does iPipeline CRM for Distributors work with?
Q: What languages does iPipeline CRM for Distributors support in their product?
Q: What kind of support options does iPipeline CRM for Distributors offer?
Q: What other applications or services does iPipeline CRM for Distributors integrate with?

iPipeline CRM for Distributors Product Features

CRM

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

iPipeline CRM for Distributors Additional Categories