Alternatives to InsureCRM

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

Clarity CRM, Claritysoft's flagship product, is a unique combination of simplicity, utility and flexibility. Clarity CRM offers powerful marketing automation, sales automation, and customer service tools in an intuitive, fully customizable interface. Clarity CRM was built with a strong focus on usability and designed to improve user adoption and increase user satisfaction. Clarity CRM offers enterprise power and functionality at a fraction the cost.

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

Influx Marketing Dashboard, a software designed for healthcare, is the best choice for sales and marketing automation software for some of America's most successful medical or surgical practices. Influx MD offers powerful marketing and sales features at an affordable price. It includes integrated customer relationship management (CRM), lead managing, email marketing, secure forms and education, as well as lead management.

Get insight on future customer loss by comparing customer value, probability of loss and retention windows. This allows for early intervention and effective asset retention. Get recommendations for specific actions to improve customer conversations. Your sales resources should be focused on the distribution partners that can grow with you in future. Understanding the role of distribution partners in customer retention is important for each product line. Your cross-sell and upsell efforts should be focused on customers who will increase in value over time. Spyglaz helps you to focus on your most valuable assets, your customers and distribution partners. Machine learning allows us to extract behavioral signals and provide timely insights for faster growth. It can be difficult to see the potential in all that data.

ZoomInfo SalesOS allows you to maximize productivity, increase pipeline and reach a revenue potential that you never imagined possible. Create an account universe based upon your Ideal Customer Profiles. Reach decision makers with the largest B2B database of 65M+ phone numbers and 150M+ verified email addresses. Track companies searching for solutions similar to yours on the internet to identify and reach prospects early in their buyer's journey. Find and connect with decision-makers from companies that visit your website. Analyze customer calls, emails, and meetings to drive process improvements that will impact your bottom line. With our native phone dialer, and email tool, you can create and execute multi-touch sales campaigns. ZoomInfo Chat is a data-driven chatbot tool that reduces the time it takes to close sales. To free up your internal staff, set real-time lead alerts and automate lead-qualifying communications.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

All your products, teams, and processes can be managed in one platform (digital or call center driven, or field agent driven). Never miss a sales opportunity. The prospect-to-customer journey in B2C businesses is not always straightforward. There are many paths to closure. There are many sales journeys that involve different channels, processes and teams. LeadSquared connects them all, processes, distributed teams and touchpoints. This gives you one platform for sales execution - for your digital team, call center agents, feet on the street teams (sales and partner onboarding, service), as well as operations. LeadSquared reduces the noise your teams have to deal with and allows them to concentrate on their next task. This will increase their efficiency and help them sell more. No-code sales process creator. You can create the best sales workflows possible for your products and teams. Sales processes can be dynamic and flexible.

All-in-one website marketing platform for insurance agents. Your brand new, beautifully designed insurance website online in just minutes. Beautiful websites that sell insurance. AgentMethods Insurance email campaigns can be used to generate new insurance leads, increase referrals or cross-sell products with your existing customers. Our platform makes it easy for agents to create insurance email campaigns. You can choose from a variety of carefully-crafted campaigns that are ready to go with images or copy. Then schedule your email delivery.

Sendlane allows B2C and B2B businesses to track their customers, personalize them, and automate their journeys. We offer a complete suite to help you increase your ROI and maximize customer LTV.

All of your relationship marketing efforts can be managed from PUBLITRAC. Increase customer acquisition, engagement, and retention in just a few campaigns. Multiple sources of marketing information are common. Once all information is centralized, you can capture and manage every interaction with your contacts. As customers interact with your digital assets in real-time, their profile will improve. Segment your database to create lists based upon the characteristics, interests, and behaviors of your contacts. Just send the right message at the right moment to the right person. You can optimize your email campaigns with the three levels of personalization (recipients, senders and dynamic content). There are many options, just like there are customers. Automate your campaign scenarios based on the past behavior of your customers using your digital assets, their interests, and their socio-demographic profiles.

You can market, launch, and market online without having to hire a team of web developers, designers, copywriters, or system integrators. You can sell products or services online using our beautiful checkout forms that accept PayPal and credit card payments. Amazing drag-and drop page builder that includes hundreds of professionally designed templates. Mobile optimized and flexible. Your leads, prospects, and customers database. You can organize them using custom tags and lists to create theme groups. To convert visitors into leads, customers into leads, and customers into clients, you can create a multi-page funnel flow. You can create automated or live email/SMS marketing campaigns that communicate with your users. Our drag-and-drop membership platform builder is professionally designed and easy to use.

Lead Management Automation™ allows sales and marketers to do their jobs more efficiently and build stronger relationships and customers, prospects, partners, and business partners. Our marketing automation platform allows companies to create qualified marketing leads and convert them into qualified sales leads. Integrated marketing tools make it easy for companies to create omnichannel marketing campaigns both online and offline, and to set up key business processes. The platform is optimized for sales and marketing teams to build stronger relationships with customers, prospects, and partners, while increasing productivity. You can learn more about marketing automation and how it can be integrated into your strategy. Trackable content, images and landing pages can be created. You can easily nurture leads through the workflow to reduce sales cycles, increase deal size, and shorten sales cycles. Trackable videos can be created, analyzed for video marketing ROI, and sent out as video emails.

We developed a CRM for the MDC DOT platform that provides key data and functions your sales reps require. This includes marketing automation, which is built into the platform. MDC DOT gives you detailed information about each contact in your database. You can search and filter your contacts using many criteria. You can quickly perform mass actions on multiple contacts by clicking a few buttons. Add them to a campaign and add a note. Tag them.

PeopleLinx is a pioneer in the way that companies identify, engage, and generate sales opportunities within the new digital world. We offer a full suite of solutions, including multi-channel outreach, AI powered messaging and lead scoring, as well as AI powered messaging. We will design and implement an entire lead generation program that your company can learn from, manage themselves or hire us to run. PeopleLinx simplifies the lead generation process and increases sales productivity dramatically. This helps revenue teams gain control and drive efficiency, predictability, and growth. PeopleLinx is a great fit for: Mid Size Business (Small Business), Small Business (Enterprise), Freelance, Governments, Startups and Universities, Franchises. Restaurant Groups. Catering Sales Teams. Nonprofits. Fundraising Organizations.

Email Marketing - Simple, Clear and Clear Quentn makes it easy to send e-mails quickly. The administration of recipients, creation of prefabricated layouts, and dispatch can all be done in a matter of minutes with Quentn. Marketing automation for professionals and beginners The visual Campaign Builder allows you to create sophisticated, automated campaigns in just a few clicks. Everything is at your fingertips: Drag & Drop allows you to quickly display complex relationships and add content and functions. Management of the leader Your online marketing success depends on the management of your leads and contacts. Quentn allows you to keep track of your customers and other interested parties and enrich them with relevant data. Mark your leads flexibly using individual behavioral data ... App integration

Convert visitors to leads and nurture them as customers. Landing pages and forms. Email marketing. Marketing automation. Lead Management. Chat & messaging. All the tools you need for growing your business, including how to generate and nurture more leads. Combine lead forms, overlays, landing pages and follow-up automations to increase your website's lead generation. Your website is visited by potential customers every day as they search for their next purchase. It's only when a conversation is started that you (or a rival) have the chance to influence the buying decision. Use lead forms to convert visitors to your website. Use landing pages in conjunction with PPC or social campaigns. You can automatically follow up with email nurture sequences that will bring back your leads.

Your users can find, use, and manage products in a digital destination. They can also access real-time data. It's more than a marketplace. It's a digital workplace. It's only available to Company.com Platform members. We have all the programs you need to create powerful, effective onboarding, engagement and winback campaigns. These can be triggered via email or the dashboard. Understanding your customers is not a project. It's a process. We provide insights into your customers through psychographic, demographic and firmographic data, as well as predictive indicators based upon activity. All this in the name of giving customers what they want, when and where they want it.

AgentCubed, a cloud-based software that simplifies the complicated, was founded on the principle of simplifying the overwhelm. It is popular among organizations who need a simple but robust solution to the most important questions in the insurance industry. The company's customized solution combines a three-in-1 solution that combines Lead Management & Distribution with Agency & Policy Management and Customer Relationship Management. This reduces the need to integrate third-party software that does not communicate or automate properly, thereby allowing agents to take customers from A to Z. AgentCubed is an easy-to-use online dashboard that allows agents to manage leads by opportunity status, date or disposition. The built-in calculator makes it easy for both prospect and agent to complete the quotation process. Maximizing efficiency in your business and increasing client retention, compliance, and agent productivity.

nTireLeads allows you to collect leads from multiple channels, including web leads. SMS leads, database leads. Walk-in leads. Enterprise-wide leads. Cross-sell, up-sell leads. Referral leads. Allocation happens based on the product and channel using the workflow management system. You can assign the lead to the call center or to any of the defined roles. nTireLeads can be used with all devices, including tablets, iPads and smart phones as well as laptops and desktops. nTireLeads can be used with all browsers, including IE, Chrome and Opera, Firefox, Default mobile Browser, Opera, Firefox, Opera, Firefox, and others. nTireLeads has been designed using best practices and controls that will reduce operational costs, improve response times, and increase sales for the enterprise.

It combines analytics, artificial intelligence, automation, and a single, intuitive, integrated marketing cloud platform. This platform seamlessly integrates with the client's CRM environment. It can learn, predict and recommend in real-time. This allows enterprises' marketing teams the ability to plan and execute upsell and cross-sell campaigns to increase revenue. Trusted, understandable AI that can drive marketing or act as a trusted companion to help with marketing decisions and actions. AI to triangulate customers and campaigns, and to guide marketers to achieve better marketing results. Robo-X, an AI companion that is unique in its kind, can automatically identify new opportunities for campaigns, continuously rate campaigns' performance, and recommend ways to improve the performance of existing campaigns.

Kronologic is the first Virtual SDR technology in the world and a calendar-first sales engagement platform. If you have more than 100 marketing leads per month, Kronologic can help you increase your sales. Our AI-driven tech schedules your leads in the calendar and engages them on your behalf. Kronologic can be used for: Demo requests and Chatbot leads – Webinar or Virtual Event leads – Cross-sell and upsell and Freemium conversion leads. ABM leads, SalesLoft leads and Outreach leads. Revenue teams can focus on their core competency: building relationships and seizing opportunities. Maximize the return on your investment in generating leads. Your sales team will be able to get more at-bats and not have to worry about scheduling. You can ensure that your customers receive the personal attention they deserve. You can easily view and manage your entire company, a team or one user from one location. Leaders have full visibility, front-line representatives do not need to do anything.

Big Data for SMBs BuzzBoard uncovers data-driven insights on SMBs that lead to more meaningful conversations for sellers and marketers, which in turn leads to increased sales throughout the customer lifecycle. BuzzBoard uses data science and digital signals for the largest collection of business intelligence on SMBs in the world to answer the most important question for both marketers and sellers: Why will my prospects and customers want me to engage? BuzzBoard transforms inefficient sales interactions into personalized opportunities to increase customer engagement, book more appointments, and close deals quicker. BuzzBoard's unique and insights-driven technology allows for micro-targeting to prospect, identifies upsell or cross-sell opportunities to grow customers, monitors top accounts to increase retention and generates compelling content to drive customer engagement.

Leadberry's B2B Lead Generation Software analyzes the traffic of your visitors and filters out unnecessary data to ensure that you focus on the right prospects. Leadberry uses the most trusted business databases to gather contact, business, and social data. You will also find contact information for company operatives, such as names and email addresses, as well as phone numbers. Our direct LinkedIn integration allows you to find common connections within your prospect company so you can get started social selling immediately! Our B2B lead generation tool compiles data and displays information about your leads, including what pages they visited, how they found you site, what channel they used to find it, time spent on your site, and other analytics data. You can create custom filters based upon lead name, pageviews and time on site, visited URL(s), campaign parameters as well as geo-location, traffic source/medium, and lead name.

Marketo Engage is part of Adobe Experience Cloud and is a complete solution that allows B2B marketers to manage leads and transform customer experiences through engaging with customers at every stage of complex buying journeys. Marketo Engage supports both account-based and demand-based marketing strategies. It combines sales and marketing to create personalized experiences, optimize content and measure business impact across all channels, from acquisition to advocacy. Rich behavioral data, built in intelligence, and sophisticated flow flows can be used to identify, engage, & accelerate your best opportunities. To deliver consistent and relevant experiences every time, you can use A/B testing, predictive content, and personalization. Reach buyers and prospects across all channels, including email, display and mobile, social media, search and offline. Deliver timely and engaging experiences. Optimize your marketing impact by understanding, proving, and optimizing it.

Online advertising is easy. You can convert 60% more leads to customers for 10% less. WordStream can help you make this happen for your small business. Our software and services can be used by small and medium-sized businesses to drive big results with online advertising. Our software and services can help you scale your agency, build your team, and drive online advertising growth for clients. How does your Google Ads account compare to your competitors? WordStream's award winning software and expert team can help you.

Everything you need to know about automation features in order to design and implement the best marketing campaign. This will make the customer journey smooth, lead generation easy, lead management simple, and turn leads into happy customers. Aritic PinPoint is your master of marketing automation. Our support team of sales and marketing experts is available to help you succeed. Aritic's marketing automation software can help you elevate your marketing strategy. Create unique user experience workflows across multiple online channels to attract, connect and convert leads into customers. Use bi-directional native CRM integration technology to increase your relationship with prospects, leads, customers. Aritic's marketing automation tools allow you to access and use detailed performance information.

Zoho Marketing Automation, a marketing automation software all-in-one, revolutionizes marketing efforts. With its intuitive features you can easily generate high-quality lead, engage your audience across multiple platforms, and nurture leads towards conversion. Zoho Marketing Automation helps you achieve outstanding results. From creating personalized campaigns, to analyzing website performances, to managing lead lifecycles and optimizing your marketing plans. This all-in-one marketing solution will help you achieve success, whether you are running an ecommerce business or require advanced lead nurturing capabilities. Discover the power of Zoho marketing automation and unlock a new world of possibilities for you business.

Delio is a Lead Management platform which will allow you to create your marketing and sales campaigns easily. Imagine being able immediately to contact your leads by phone, email, or text message while they are still interested! You'll also be able stay in touch with your leads, even if you don't sell to them right away. Your workflow will be followed by Delio.

Your business' contact and customer information is key to sales, marketing and support activities. Marketing automation can help you increase your business engagement, from awareness to purchasing to advocacy. Team collaboration is key to improving efficiency and business velocity. Face-to-face video conferencing can help you overcome the barriers of distance and increase your sales, marketing, support and business activities.

Drip is an award-winning, feature-rich, marketing automation, ecommerce CRM and email platform that allows marketers and businesses to get to know customers at scale. Drip has a variety of features that will help marketers see their customers clearly. Tracking tools, automated workflows and multichannel marketing are just a few of the many features offered by Drip. It integrates natively with many of the most popular marketing tools.

Automate your LinkedIn profile searches and imports to simplify prospecting. The first step in any business is to find and engage with the right people. Without proper automation, browsing social networks can be frustrating and time-consuming. In just one click, import in FULL (not just Name, Role) hundreds, if not thousands, of potential leads. LinkedIn will not track you and allow you to do more than regular users. You can view a profile and import it into your Jobin repository by simply enabling Auto Import. You can seamlessly merge everything, so you don't end up with duplicates. LinkedIn profiles are full of useful information. However, they don't always have all the answers. Emails, phone numbers and other social media profiles are often kept private or not mentioned.

Email Marketing Automation for WordPress and you! FluentCRM is a self-hosted email marketing automation plugin for WordPress. All your WordPress dashboard features are available: Manage leads and customers, email sequences, learner management, affiliate management, and more. All the essential features to help you skyrocket your growth. Email marketing has the highest ROI. FluentCRM's email manager will allow you to create mass email campaigns that have higher conversion rates. Our simplified CRM will make it easy to master email marketing. A solid customer data platform is essential for a successful marketing campaign. FluentCRM makes it easy to see the customer's profile and track their purchase history.

Mautic, a fully-featured marketing platform, allows organizations of all sizes and budgets to send multichannel communications at scale while personalizing the experience for each individual contact. Mautic allows teams to gather contact information, optimize and replicate campaigns and then report on the results. Mautic's flexible and modern design is unrivaled. It allows team members to move quickly and adjust to changing business requirements. The intuitive visual builder allows you to easily create automated campaigns. It also lets you send text, email, and mobile messages. Website tracking helps you to get to know your visitors better and transforms your website into your most valuable asset.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.

Imagine a black box that plugs into a wall. Turn on the switch and plug it in. Qualified leads with interaction history will automatically be added to your 1CRM system, day in and day out, while the system is still running. You will also receive charts and feedback about which messages clients respond best so that the'machine can get more effective over time. Lead Guerrilla can help you with this. You may be confused if you are new to CRM or Marketing Automation. 1CRM is the best choice for many businesses. It provides all the marketing automation they need. At least, for now. Your business may need more marketing power as their business grows and the world (and your competitors) becomes more sophisticated.

CloudOffix provides businesses with a fully integrated and automated platform to manage their business operations. This all-in one platform focuses on bringing customer experience, employee experiences, user experiences, and digital experience together, making it easier for business to improve communication and collaborate and provide a seamless service for both employees, and customers. CloudOffix offers a variety of products, including -Sales Cloud Marketing Cloud Cloud Ecommerce Invoicing Cloud -HR Cloud Cloud Help Desk Project Cloud { -Social Cloud|Social Cloud}

Blitz, a web-based software that automates sales and marketing follow up activities, was developed by Double A Solutions. Blitz allows sales teams from a variety of industries to plan and execute their sales follow up activities. It also allows them to evaluate the execution. The platform can be accessed from any device at any time and integrates with other business systems such as sales, marketing, or other systems via APIs.

Marketing Optimizer is an all in one marketing automation platform that allows sales organizations to generate more leads, and close more deals. The platform integrates many tools to help sales teams win. These include A/B and Split testing, call tracking and lead management, campaign tracking and email marketing. It integrates with the most popular website testing, landing page optimization, and web analytics software.

Plumb5 is a Real Time Marketing Automation and a Lead Generation Saas product. It can measure your website traffic / Convert your audience to prospects / Schedule more effective promotional emails, SMS & Whatsapp campaign / Manage and Monitor all your leads through different sources / Measure your organic & social campaigns / Chat with your online visitors

Advanced eMail Marketing Software Looking for software that will help you communicate professionally with customers, members and other target groups? Spotler Mail+ will be the best choice for you! Spotler Mail+ automates email marketing with ease. Spotler Mail+ allows you to easily: >> Send beautiful emails >> Set up automated email campaigns >> Create templates that suit your style >> Landing Pages with forms >> And more!

NetHunt, a powerful CRM platform, is especially useful for sales and marketing departments that rely on Gmail or other Google Workspace apps. NetHunt has made the leap from a powerful CRM system into a dedicated sales-growth hub with the launch of its Workflows feature. It automates webform capture, drip campaign creation, and contact-email link generation. Notifications and algorithms make life easier, because sometimes it is too hard to work hard.

Teknovate CRM is the best Indian and International B2B and B2C sales and marketing software. It helps in synchronizing customer communication between business departments. It serves as your personal lead manager. It will capture your leads from all sources, send an intro mail/SMS to the lead, and remind you of all your activities. You can manage multiple departments within an organization, including Sales, Marketing, Projects and Tasks, as well as potential other teams. Our personalized task reminder dashboard will remind you to follow up on any follow-up. Automated Assign leads to the right salesperson based upon product/service. Manage it effectively. Our marketing automation system will reduce the time it takes to follow up and auto-follow up. Your employees will perform better if you reduce their tasks. Automated, targeted and constant follow-up can increase leads conversion rate. Our BI Reporting Dashboard gives you the most advanced reports and live data.