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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Transform and enhance your customer interactions with NetSuite CRM+, a comprehensive front-office solution tailored for contemporary enterprises. This platform delivers users an all-encompassing, real-time perspective of their clientele, ensuring they have access to vital information at every stage of the customer journey. With its extensive features, NetSuite CRM+ facilitates a smooth exchange of data throughout the entire customer lifecycle, encompassing everything from leads and sales orders to fulfillment, renewals, upselling, cross-selling, and customer support. Additionally, it seamlessly connects with top-tier accounting, e-commerce, warehousing, and shipping solutions, further streamlining business operations and enhancing efficiency. Embrace the power of NetSuite CRM+ to foster deeper connections with your customers and drive growth for your business.

Description

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
Act-On
Apty
Azeon
Box
DATABASICS Time & Expense
DataMatch
EasyVoice
FAT FINGER
Formstack
GA Connector
LiveFlow
Lucep
NetSuite OneWorld
NetSuite SuiteCommerce
NiCE CXone Mpower
Pandium
Panoply
Riva CRM Integration
StarfishETL

Integrations

Microsoft Outlook
Act-On
Apty
Azeon
Box
DATABASICS Time & Expense
DataMatch
EasyVoice
FAT FINGER
Formstack
GA Connector
LiveFlow
Lucep
NetSuite OneWorld
NetSuite SuiteCommerce
NiCE CXone Mpower
Pandium
Panoply
Riva CRM Integration
StarfishETL

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Contact us for pricing
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

NetSuite

Founded

1998

Country

United States

Website

www.netsuite.com

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.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

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

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