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Average Ratings 0 Ratings
Description
Lasso stands out as a leading provider of cloud-based customer relationship management (CRM) solutions specifically designed for marketing and sales in the new home industry. Tailored for home builders, real estate developers, and agencies focused on new homes, Lasso CRM seeks to enhance the management of leads, convert more potential buyers into actual clients, and facilitate the selling of communities in a more efficient, quicker, and lucrative manner. Among its robust features, Lasso CRM offers an integrated email marketing platform, effective prospect management tools, and the ability to generate customizable reports, among other functionalities. This comprehensive suite of tools empowers clients to streamline their sales processes and maximize their profitability in a competitive market.
Description
Effective. Straightforward. Exceptionally Adaptable. This is a robust CRM tailored for insurance agency management, serving as a significant catalyst for revenue growth. Streamline workflows and enhance both internal and external marketing efforts through automation. Connect seamlessly with various third-party applications and benefit from carrier downloads that facilitate cross-selling and up-selling opportunities. Gain insights into your agency's performance with comprehensive analytics features. Included in this system are accounting tools, e-signature capabilities, human resources management, website hosting, E&O protection, and marketing initiatives. With a variety of preloaded and customizable reports and analytics, you can easily assess the overall health of your agency while also exploring the finer details. The automated and tailor-made marketing campaigns are designed to nurture potential leads and effectively engage existing clients, showcasing just a glimpse of its powerful functionalities. Additionally, automating agency processes not only streamlines office operations but also helps in mitigating E&O risks. Furthermore, maintain detailed records of employee information, relevant documents, and agency licenses, ensuring that all aspects of your agency are well-organized and compliant.
API Access
Has API
API Access
Has API
Integrations
Wufoo
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
ECI Software Solutions
Founded
1999
Country
United States
Website
lassocrm.com
Vendor Details
Company Name
Siege Technology Solutions
Country
United States
Website
www.siegeams.com
Product Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Product Features
Policy Management
Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management