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ease
features
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support

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Description

You can create unlimited sales pipeline dashboards tailored to your needs, enabling you to monitor your sales processes, business activities, and recruitment funnels at any time. Each lead that is generated is prominently displayed as an opportunity on your dashboard. After integrating your leads into the CRM-Hub dashboard, you have the flexibility to create multiple stages, allowing you to transition leads through the sales cycle while clearly identifying their current status. When a lead or prospect is entered into CRM-Hub, all relevant contact information is organized instantly for efficient management of your relationship—from initial suspect to fully converted customer. Moreover, your prospects and clients have the convenience of scheduling meetings and calls directly through your calendar dashboard, functioning similarly to any external calendar service. However, with CRM-Hub, everything is consolidated into one accessible location, making communication effortless for both you and your clients. Ultimately, this streamlined approach fosters stronger connections and enhances overall productivity in your sales efforts.

Description

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dialpad Connect
Dialpad Support
Engaged CRM
Facebook
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Integrations

Dialpad Connect
Dialpad Support
Engaged CRM
Facebook
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Pricing Details

$99 per month
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

CRM-Hub

Country

Australia

Website

crm-hub.tech/

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

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

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

Alternatives

Alternatives

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