Anyone Have a System/CRM for Keeping Track of All Their Leads

[summerof18]

Does anyone have a CRM program or system they use to keep track of all their DM and/or internet leads?
So far Ive just been printing them out and jotting down notes on the lead itself, but I can see this becoming a overwhelming problem once I get 100s of leads! Lol

Any suggestions?

 

[pdavis1958]

I created my own and am getting ready to release on a large scale. I can keep track of all my contacts and sales and much more, all online. Affordable and does anything you would need even for agencies.

 

[lifeandhealth]

Try Zoho. It's free, but has a paid model too.

 

[pdavis1958]

Free isn't good. Very restricted and not a fun program. I used it and it was part of the reason I built my own.

 

[Aaron_4SIGHT]

Radius BOB (Radius | Lead Management + CRM for Insurance Agents | Convert Leads. Manage Clients. Grow Revenue.) - it's built for insurance agents, easy to use, and includes a lot of features that will make your life easier.

 

[midwestbroker]

I second radius bob...

Shameless self promotion: SIMA members get 20% off...

 

[Medigap Bill]

Is Zoho easy to personalize for a health & life agent?

Try Zoho. It's free, but has a paid model too.

 

[deadhead]

I got pencil boxes.......................

 

[goillini52]

I use recipe boxes. They've worked well for me for over 30 years. I can have a hot file for each month and separate the towns. I don't have to worry about viruses...only fires.

 

[WCMason]

I use Salesforce. Love it. Expensive. But I've convinced myself it brings me more additional revenue than its additional cost (compared to less expensive or free alternatives).