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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Doplac's tools allow you to search for and collect B2B leads. Automate social marketing and multi-channel outreach. Manage your meetings with ease. Create projects and assign members to teams. Doplac CRM is everything an agency requires to go from zero-to-hero, from managing relationships to generating leads. It has everything you need to boost your agency's success. Use Doplac's power to automate and streamline your agency's workflows. This will allow you to focus on closing more business. Doplac is an affordable and robust CRM tool suite which helps businesses manage sales, marketing and customer service to drive sustainable growth and success. Doplac CRM is designed to meet the specific needs of agencies. It helps agencies with everything from finding new clients to marketing, connecting with clients, scheduling appointments, managing clients and projects, and even getting paid.

Description

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) Yes 
Applied Rater No 
Dorik Yes 
Elastic Email Yes 
Facebook Yes 
Formstack No 
Google Calendar Yes 
Google Meet Yes 
Instagram Yes 
LinkedIn Yes 
Mailgun Yes 
Microsoft Outlook No 
Microsoft Word No 
PL Rating No 
Pinterest Yes 
RMail No 
SendGrid Yes 
Zoho CRM Yes 
Zoom Yes 
eDataSource Yes 

Integrations

Amazon Web Services (AWS) No 
Applied Rater Yes 
Dorik No 
Elastic Email No 
Facebook No 
Formstack Yes 
Google Calendar No 
Google Meet No 
Instagram No 
LinkedIn No 
Mailgun No 
Microsoft Outlook Yes 
Microsoft Word Yes 
PL Rating Yes 
Pinterest No 
RMail Yes 
SendGrid No 
Zoho CRM No 
Zoom No 
eDataSource No 

Pricing Details

$71 per month
Free Trial Yes 
Free Version No 

Pricing Details

Contact us for pricing
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Doplac

Country

United States

Website

app.doplac.com/login

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

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