Doug Morton
New Member
- 19
Hi
I have a CRM that I am customizing for insurance use and would like to get a few agents to come aboard and test it. Deisgned for independent agents or small office and/or downline for now. It is meant to be a lead, client and application tracking tool for now that may grow into something more as needed. Tracks leads, calls, quotes and convert leads to clients when applications are created. No cost to you, Just access to a system wholly your own to use. Just looking for feedback. Can import leads, ability to use API inserts from lead providers, parse email leads into the system. Use email, phone and sms directly from CRM. If interested, reach out to me in via my profile conversation.
Thanks
I have a CRM that I am customizing for insurance use and would like to get a few agents to come aboard and test it. Deisgned for independent agents or small office and/or downline for now. It is meant to be a lead, client and application tracking tool for now that may grow into something more as needed. Tracks leads, calls, quotes and convert leads to clients when applications are created. No cost to you, Just access to a system wholly your own to use. Just looking for feedback. Can import leads, ability to use API inserts from lead providers, parse email leads into the system. Use email, phone and sms directly from CRM. If interested, reach out to me in via my profile conversation.
Thanks