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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Getlead CRM streamlines the management of contact interactions and their histories. New events such as phone calls, messages, missed calls, and IVR data related to a business are effortlessly recorded, allowing for more effective planning, automation, and execution of follow-up interactions. Additionally, Getlead CRM facilitates the creation of reports, the import and export of contacts, in-depth analysis, and precise audience segmentation as required. Incoming leads are efficiently routed among sales managers, marketing campaigns can be assessed, and access rights to any lead or deal can be adjusted based on its status or other criteria. The CRM’s dashboards provide instant overviews of key sales activities, enabling agents to track the total number of leads generated, identify unconverted leads, and compare their performance against fellow team members. Furthermore, this comprehensive insight allows businesses to refine their strategies and enhance overall productivity in lead management.

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)
WhatsApp

Integrations

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

Pricing Details

$29
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

Getlead

Country

India

Website

www.getlead.co.uk/crm/

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