iPipeline CRM for Distributors Description

Microsoft-Integrated CRM for Insurance. Automates sales processes & marketing campaign management. You can compare sales effectiveness activities to production goals. Superior, industry-specific user experience. Lead tracking functionality allows you to recruit new agents, profile prospects and retain agents. Use dashboard reporting to create relevant campaigns, segment accurately and use the dashboard reporting. Integration with iPipeline Agency Integrator. Use the data you already own in your company.

Integrations

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Company Details

Company:
iPipeline
Year Founded:
1995
Headquarters:
United States
Website:
www.ipipeline.com/products/crm-for-distributors/

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Product Details

Platforms
SaaS
Customer Support
Phone Support
24/7 Live Support
Online

iPipeline CRM for Distributors Features and Options

CRM Software

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

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