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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Screenshots View All

Screenshots View All

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

Product Features

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