Business’ concurrence and the offers proliferation demand a platform that could centralize all those information.
Simple CRM is online CRM software optimized for this special activity.
Thanks to Simple CRM you can:
Create files for the policy holders (individuals or companies);
- Describe your relation with the policy holders, via a custom check box. Example of check box: house insurance, vehicle insurance, motorcycle insurance at competitor X, health insurance at competitor Y;
- You can have reports related to those check boxes. Example: launch a search on clients with auto insurance/ GAP at competitor and then send them a newsletter with your specific offers;
- Easier creation of newsletter: Simple CRM has a very powerful Mass Mailing which can help with your insurance online marketing.
- Link important emails, notes, documents etc. to policy holders;
- Import documents to Simple CRM directly for your network scanner;
- Import documents to Simple CRM by email;
- Check all information from a IPhone/IPad, Android mobile phone or PC tablet;
- Convert emails in sales opportunity, follow-up document, support ticket etc.
- Synchronize your contact and your agenda with IPhone/IPad, Android mobile phone or PC tablet etc.
More information: http://simple-crm-online.com