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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Email engagement metrics such as opens and clicks, alongside social media insights, represent the initial steps in analyzing your marketing efforts. While attracting a potential customer to engage is an improvement, further data is necessary to gain a comprehensive view of your campaign's return on investment. Understanding the factors that lead prospects closer to making a purchase is crucial, particularly when various calls-to-action are involved. Progress is being made in the right direction. At Clairvoyix, our journey begins with the industry's leading marketing database, the Clairvoyix Knowledge Factory, which paves the way for further enhancements and optimizes the return on your direct marketing endeavors. We recognize at Clairvoyix that direct marketing is both a science and an art form, each element reliant on the other for success. Our commitment to investing in our technology platform is unwavering, and we leverage the capabilities of major players like Microsoft and Oracle to guarantee optimal performance, robust security, scalability, and protection of your investments. Moreover, this fusion of technology and creativity ensures that we remain at the forefront of the marketing landscape, empowering our clients to achieve their goals efficiently.

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

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Integrations

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

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

Clairvoyix

Founded

2003

Country

United States

Website

www.clairvoyix.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

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

Product 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

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Alternatives

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