I Need a Good Client Management Software

[securityfirst]

Hi Everyone, I currently have Your Insurance Office and honestly I really like it. But now that Frank is no longer with us I am going to have to upgrade ...any suggestions on an affordable easy to use option would be helpful, thanks.

 

[kgmom219]

Hi Everyone, I currently have Your Insurance Office and honestly I really like it. But now that Frank is no longer with us I am going to have to upgrade ...any suggestions on an affordable easy to use option would be helpful, thanks.

There's a thread on CRM that's pretty recent and has several reviews of different products. Just search CRM and it should come up. Good luck!

 

[Two Rivers]

I've used Agency Bloc (high monthly cost) and this year switched to V-Tiger love their program and expanded options. Great monthly cost.

 

[Bobster999]

I've used Agency Bloc (high monthly cost) and this year switched to V-Tiger love their program and expanded options. Great monthly cost.

I thought V-tiger was an open software

 

[sshafran]

Hi Everyone, I currently have Your Insurance Office and honestly I really like it. But now that Frank is no longer with us I am going to have to upgrade ...any suggestions on an affordable easy to use option would be helpful, thanks.

Zoho is good, I use an upgraded version so that the mobile platforms work as well.