Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
NO-CODE CRM, a cloud-based configurable CRM, includes website and client/vendor portals.
Our CRM is highly configurable and flexible. It can be customized to suit your business processes.
We can create a custom CRM to meet your needs. There are many built-in tools that you can use as soon as your account is opened. We can help you customize the functionality, reports, and experience to meet your CRM needs. The following are some of the key functionality:
Client database
Clients can communicate via SMS and email
Monitoring client activity
Notes
Follow ups and scheduling appointments
Design and host your website in the same location as CRM
Invoice clients
Clients can pay online with a credit card
Online estimates, quotes, and orders for clients
Online inventory management with online shop and shopping cart
Clients can access online helpdesk
Online advertising
Description
QuoteBreeze simplifies the process for individual insurance agents to provide their clients with technology that rivals the offerings of major online insurance platforms. If you recognize the importance of an online presence, then this tool is essential for you! As you may have noticed, both current and potential clients are inundated with various online insurance quotes. Without a way for these individuals to engage with you on the internet, they may very well seek alternatives. With QuoteBreeze, you can effortlessly create an appealing and user-friendly website in no time by simply completing an online form! There’s no requirement for any knowledge of HTML, programming, or concerns about web hosting or technical aspects. Additionally, you have the flexibility to update your website whenever you wish, with changes taking effect immediately, ensuring that you can keep your content fresh and relevant. This innovative solution empowers agents to stay competitive and connected in the digital age.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$50/user/month
Free Trial
Free Version
Pricing Details
$19.95 per user per month
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
No-Code Systems
Founded
2020
Country
Canada
Website
no-codecrm.com
Vendor Details
Company Name
QuoteBreeze.com
Website
www.quotebreeze.com
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