Standard Pro
Per user $19.99/month
$9.99 with Merchant Account
$39.99/month
$19.99 with Merchant Account
Locations Management
Unlimited locations
Territories Management
Create your own territories, assign multiple locations, reporting per territory and user permissions control
Contacts Management
Mange your contacts by type, source, and tags with dynamic marketing lists generation
Policy Sales Tracking
Track your insurance policies per carrier, line of business and product with expiration reminder and automation
Service Sales Tracking
Track any other sales and services you provide other than Insurance Policies like DMV Service
Promissory Notes Tracking
Track your P.Ns and view list of clients with unpaid balances
Accept Payments Online
Requires Merchant Account
Appointments Management
Manage your contacts appointments and automate email and sms reminders
Dynamic Web forms (Intake Forms)
Create lead generation forms for your website, can be auto converted to proposal
Quotes/Proposals Tracking
Create proposals and interact with clients directly, can be auto converted to invoice
Online Invoicing
Create unlimited invocies, emailed and can get paid online, can be auto converted to Policy/Service Sale
Documents Generation
Automate your documents generation after sales, intake forms, quotes and witin the contact viewer
Documents Upload
Upload and attach to contacts with Multiple upload and batch processing
Lines of Business Customization
Products Customization
For use in Intake Forms, Quotes, Sales and Invoices
Users Chat (I.M)
Users Permissions
Manage your users permissions to allowe/deny access to different functionalities, locations, contact type and more
Email Campaigns
SMS Campaigns
Schedule Emails
Schedule SMS Messages
Tasks Management
Per SMS $0.05 $0.03
Per Email $0.02 $0.01
Per Policy Sale
Over 100/m
$1.00 $0.75
Per Service Sale
Over 200/m
$0.50 $0.25
Local Phone Number
any area code
$4.99 $3.99
Toll-free Phone Number
$6.99 $4.99

Free 14 days trial, No Credit Card Required needed and $10 credit

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POLICY SALES TRACKING

Track your sold policies and get reminders before their expiration date.

APPOINTMENT MANAGEMENT

Schedule appointments and automate appointment reminders.

PAYMENT PROCESSING

Collect donations or monthly payments, including Payment Widget for your website.

System Features

CONTACT LOGS

Keep track of all events and logs happened with each one of your contacts.

APPOINTMENT REMINDERS

Automated Appointment Reminders are sent to remind your contacts with their coming up appointments by SMS and EMail.

2 WAY SMS

Send and Receive SMS Messages from any US phone number, including Toll Free SMS Messaging.

CREDIT CARDS PAYMENTS

Process Credit Card Payments. Also, you can get your payment/donation widget from the system to place it on your website for payments from your website

ACH PROCESSING

Instead of processing checks manually, or making a trip to your bank every day, you can process all received check and checks over the phone directly from your screen.

MARKETING

With built in SMS and EMail to lists and types, you can market and promote your business or cause to your audiance.

Screenshots

Cloud Based and Hassle Free

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