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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

IMS Pro is an online insurance management solution designed specifically for vehicle insurance clubs, agencies, and brokers. This software integrates a personalized website with comprehensive CRM functionalities to handle leads, manage customer records, oversee policies, process claims, and track payments and invoices. Teams can easily review inquiries and customer data, access detailed vehicle policy information, and monitor the statuses of claim records. Additionally, the platform includes website management tools that enable teams to update and maintain content on their branded site effectively, while also supporting the routine administration of customer and policy records. Aimed at organizations involved in vehicle insurance workflows, as well as the agencies and brokers that assist them, this software offers flexibility in pricing tailored to meet specific business needs. Furthermore, the user-friendly interface ensures that all team members can navigate the system effortlessly.

Description

Webtrix24 serves as a cloud-based CRM and business operations platform that encompasses a variety of functionalities including general CRM, insurance CRM, and workflows for computer and equipment rental. This platform enables teams to effectively manage leads, contacts, sales opportunities, follow-ups, tasks, projects, campaigns, customer records, invoices, payments, and generate reports. For the insurance sector, it provides tools for tracking policies and claims, managing renewal alerts, overseeing commission structures, and facilitating customer communications. Additionally, its rental management features address inventory control, the issuance of delivery challans, asset tracking, billing for rentals, handling returns and replacements, as well as maintaining product history. Designed primarily for service-oriented businesses and agencies, it caters to sales and support teams, insurance agents and brokers, alongside those in the computer and equipment rental market. Users can start with a complimentary plan, while various paid options are available, each differing in features based on the specific type of CRM required. This flexible structure allows businesses to choose a plan that best aligns with their operational needs and growth potential.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Facebook Ads No 
IndiaMART No 
Justdial No 
WhatsApp No 

Integrations

Facebook Ads Yes 
IndiaMART Yes 
Justdial Yes 
WhatsApp Yes 

Pricing Details

Contact for pricing
Pricing is customized according to business requirements.
Free Trial No 
Free Version No 

Pricing Details

₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Trial Yes 
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Technaz

Founded

2026

Country

Australia

Website

technaz.com.au

Vendor Details

Company Name

Webtrix Solutions

Founded

2020

Country

India

Website

webtrix24.com

Product Features

Insurance Agency Management

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

Product Features

CRM

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

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