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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Auric Prospector serves as a comprehensive CRM solution aimed at assisting businesses in connecting their workforce with operational processes. This on-demand customer management platform provides adaptable and inventive features that enable teams to enhance workflows and oversee their contacts, prospects, and clientele effectively. Furthermore, it boasts an extensive array of tools for managing opportunities or leads, delivering customer service and support, overseeing lists, handling contacts, integrating with ERP systems, as well as reporting and analysis capabilities, making it a versatile choice for various business needs. By centralizing these functions, Auric Prospector empowers organizations to streamline their operations more efficiently.

Description

An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
ProspectBoss

Integrations

Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
ProspectBoss

Pricing Details

$20.00/month/user
Free Trial
Free Version

Pricing Details

No price information available.
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

Auric Technology

Founded

2004

Country

United States

Website

www.aurictechnology.com

Vendor Details

Company Name

RetireCo

Founded

2009

Country

United States

Website

agent.retireco.com/professionals

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

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

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