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Description
Abacus's CRM software provides a centralized platform for managing all pertinent customer relationship data, ensuring that nothing critical is overlooked. This comprehensive information hub benefits both your staff and customers alike. By facilitating efficient relationship management, the software fosters trust and reliability. The integration with Abacus ERP allows all entered customer and address information to be utilized across other applications without the need for additional interfaces. This seamless functionality streamlines related work processes, significantly reducing input effort and conserving your valuable time. Each authorized individual or department can access the customizable Abacus CRM database, enhancing its usability. The CRM portal further simplifies the retrieval of customer data through features like full-text search, customizable selection lists, and filtering options. Additionally, stringent access and input rights help maintain high data quality, and division-level access protection can be implemented to enhance security. Overall, this system not only optimizes data management but also strengthens the overall efficiency of your operations.
Description
Access your insurance management system from any internet-enabled device, allowing for seamless web-based functionality. Tailor your insurance needs with customizable requirements, including the ability to override specific policy, limit, or additional term stipulations. Utilize a report scheduler to keep tabs on various Certificates of Insurance (COIs) for each vendor or subcontractor, and assign these COIs to specific locations or properties. The new integrated Email Processing and Tracking System, available exclusively in the cloud, enhances communication and management. Stay on top of expired or soon-to-expire certificates through the Certificates Dashboard, and visualize your certificate statuses with ease using the Statistics Dashboard. Manage different entities, certificate holders, divisions, centers, or properties independently for better organization. Effortlessly import vendor and insurance data while keeping track of PDF letter history and creating customizable letter templates. Validate carrier minimums with efficient carrier rating data imports, and enjoy the flexibility of exporting information in various formats. Streamline compliance management with automated printing or emailing of non-compliance letters, and take advantage of comprehensive search and reporting features. Additionally, integrated video training ensures that users can efficiently navigate the system and utilize its full potential.
API Access
Has API
API Access
Has API
Integrations
CAQ.Net
Google Maps
Microsoft Outlook
PayNuts
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$499 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Abacus
Country
Switzerland
Website
www.abacus.ch/en/products/administration-sales/crm/overview
Vendor Details
Company Name
GG-One Software
Website
www.ggonesoftware.com/ifastrack-features
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
