coomesinsurance
Expert
Happy with RadiusBob as my CRM so far. Been using for last 2 months
Xopaa isn't 17.95 for basic CRM package. It's 17.95 for basic MARKETING package
- 4,689
Perhaps the Zoho at 20 per month would be better then?
Does anyone use them?
https://www.zoho.com/crm/zohocrm-pricing.html
Does anyone use them?
https://www.zoho.com/crm/zohocrm-pricing.html
- 1,896
Yep, the basic is just for the marketing system. The CRM and sales pipeline management system starts at $59/month, and includes the marketing system. Contact limits are higher, more users allowed on the system, and a few other things are coming that will increase functionality on that end.
when i started my career as an agent i used act and the cloud hadn't even been thought of. it worked well and since then to now i've been only using outlook which im happy with but i want more control and marketing ability. for the past year or so i have been through a number of options from act cloud, sugar, zoho, agencyblock and currently working a free trial with radius bob. the differences are many and cant be explained without a ton of time and me going into the intricacies of each. i think i have reached the results i desire with radius bob and outlook but will keep an open mind and follow this thread. thanks for the much appreciated info.
jasonsilverman
New Member
- 1
Check out BenefitsGuide, it's insurance agency management built entirely on the Salesforce Platform. it's essentially the Salesforce Platform pre customized for the insurance broker and general agent.
- 10,329
LifeDesignAnalysis
New Member
- 3
must not be a very good one with only 17 posts 
- 10,329
You should provide just the CRM. People like me could care less about the marketing functions and just want a good CRM. Thats the main reason I havent tried out your service yet... Im not going to pay extra for a bunch of features I dont need.
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Try 2 posts. And try a different forum to spam your product on. You will just keep getting reported and having your posts deleted like what just happened to you. And giving your own post a thumbs up makes you look like a ______ ... well... I will let someone else fill in that blank. Or just check out this thread... http://www.insurance-forums.net/for...m/ratings-thumbs-up-threads-posts-t73119.html
Last edited:
LifeDesignAnalysis
New Member
- 3
please give me recommendations on this problem I'm having
try this
spam
lmgtfy.com/?q=what+is+spam+
try this
spam
lmgtfy.com/?q=what+is+spam+
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