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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Boomi Yes 
Boss Insights Yes 
ChurnZero Yes 
Dcycle Yes 
DigitAll Yes 
GA Connector Yes 
Gmail Yes 
Higher Logic Vanilla Yes 
LiveFlow Yes 
MarketplaceSoftware.com Yes 
Microsoft Dynamics 365 No 
One Mortgage System (OMS) No 
Riva CRM Integration Yes 
Sales Robots Yes 
Smart Demand Planner Yes 
SphereWMS Yes 
Spotler Yes 
ZoneBilling Yes 

Integrations

Boomi No 
Boss Insights No 
ChurnZero No 
Dcycle No 
DigitAll No 
GA Connector No 
Gmail No 
Higher Logic Vanilla No 
LiveFlow No 
MarketplaceSoftware.com No 
Microsoft Dynamics 365 Yes 
One Mortgage System (OMS) Yes 
Riva CRM Integration No 
Sales Robots No 
Smart Demand Planner No 
SphereWMS No 
Spotler No 
ZoneBilling No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

NetSuite

Founded

1998

Country

United States

Website

www.netsuite.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
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 No 
Task Management Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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