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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Managing numerous clients can be overwhelming, and ensuring exceptional service with each interaction is crucial for any organization. Are your team members equipped with the necessary tools to meet their objectives effectively? With Chromosis CRM software, you can streamline your operations to achieve these goals. This innovative CRM is customized to fit the specific needs of your organization, providing essential insights about your clients and empowering every team member to consistently deliver outstanding customer experiences. You can efficiently track leads, convert potential clients, and retain your existing customer base while gaining comprehensive visibility into your sales and marketing efforts. Chromosis allows you to build a lead database, monitor all prospects, and set reminders for follow-ups, ensuring that no opportunity slips through the cracks. With calendar reminders and a complete record of communication history, your team can stay organized and proactive in their engagement efforts. Moreover, the automatic updates to your lead database based on their status will enhance your ability to convert leads through timely and effective follow-ups. Ultimately, Chromosis CRM not only simplifies your client management process but also elevates the quality of service you provide.

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

Couchbase
Ember
Engaged CRM
Go-Insur
Ionic
Microsoft Dynamics 365
MongoDB
MySQL
SQLite

Integrations

Couchbase
Ember
Engaged CRM
Go-Insur
Ionic
Microsoft Dynamics 365
MongoDB
MySQL
SQLite

Pricing Details

No price information available.
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

Chromosis Technologies

Founded

2012

Country

India

Website

chromosis.com/chromosis-crm.php

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

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