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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

Designed for the needs of wellness and healthcare facilities, Wellness CRM brings customer management and operational workflows together. Businesses can track prospective clients, maintain patient records, manage consultations, coordinate accommodation and package bookings, and handle billing and insurance claims. With room occupancy tracking, digital prescriptions, payment records, and reporting capabilities, the platform gives teams a more structured way to oversee daily responsibilities. It is suitable for wellness retreats, yoga centers, naturopathy facilities, clinics, and hospitals looking to improve workflow visibility and service coordination.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CallerDesk No 
Facebook No 
Facebook Ads No 
Facebook Marketplace No 
Tata Tele Business Services No 
WhatsApp No 

Integrations

CallerDesk Yes 
Facebook Yes 
Facebook Ads Yes 
Facebook Marketplace Yes 
Tata Tele Business Services Yes 
WhatsApp Yes 

Pricing Details

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

Pricing Details

13.17
Wellness CRM by Yogicverse offers flexible subscription plans for wellness businesses, with monthly and annual billing options to suit different business needs.
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Technaz

Founded

2026

Country

Australia

Website

technaz.com.au

Vendor Details

Company Name

Yogic Verse

Website

yvcrm.yogicverse.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 Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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