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Okay guys I have been looking for a new CRM for a while and have not found what I am looking for. I had been using ACT but really want to move to a cloud based solution as I get calls when I am places other than my office and it would be nice to be able to pull client info from any computer as well as document calls and such while I am out and about.
I am Life and Health oriented have had a huge focus on the 403(b) market which for me means I want to track clients based on their employer ie school district and by building within the district (Okay most everything can do that) a lot of my focus is on Annuities so I would like something where I can enter a clients product once and be able to pull up a report years down the road letting me know who is surrender charge free or at the very least warn me they are entering a new year and have a 10% free withdrawal allowed.
I also schedule annual reviews so a warning that it is time to reach out and do that review and a nice interface allowing me to see how much total business I have with that client and all the individual products as well as the ability to upload and archive applications by client would be nice...
Recommendations?
I am Life and Health oriented have had a huge focus on the 403(b) market which for me means I want to track clients based on their employer ie school district and by building within the district (Okay most everything can do that) a lot of my focus is on Annuities so I would like something where I can enter a clients product once and be able to pull up a report years down the road letting me know who is surrender charge free or at the very least warn me they are entering a new year and have a 10% free withdrawal allowed.
I also schedule annual reviews so a warning that it is time to reach out and do that review and a nice interface allowing me to see how much total business I have with that client and all the individual products as well as the ability to upload and archive applications by client would be nice...
Recommendations?