CRM Software for Loans & Insurance Agencies
- CRM Developed for Loans & Insurance Agencies, Brokers.
- Capture Leads, Manage Loans and Policies, Renewals Reminders.
- 100+ Features to Improve Sales, Marketing & Staff Productivity.
Rs.399 /User /Month (Billed Annually)
( Minimum 5 Users )
- Free One to One Demo with CRM Consultant.
Complete Lead Management for Loans and Insurance Agencies
Automatically Capture Leads from Indiamart, Justdial, Website, Phone, Email, Chats & Missed Calls Instantly.
- Lead Management System
- Capture Lead Automatically
- Distribute Leads to Sales Team
- Send Personalized Email & SMS to Clients
- Identify & Focus on Hot/Winning Leads
- Customize Lead Screen to Suit Your Business.
- Monitor Lead Status with Timeline & User Activities
Sales Activities Planning & Reporting System
Assign,Track, Review & Improve Sales Team Efficiency
- Sales Activities Management
- Plan, Assign, Track Review - Calls, Tasks & Visits
- Send Email/SMS Reminders to Sales Team on Due Time
- Send Email/SMS to Clients in One Click
- Get Daily Activity & Sales Reports in Email
- Review Missed or Overdue or Escalated Activities
- Track Daily, Weekly, Monthly Team Productivity Reports
Mobile CRM for People on the Move
Leads, Customers, Contacts, Daily Plan, Visit Updates & Daily Sales Reporting.
- Mobile CRM Software
- Daily Activity Plan in Mobile
- One Click Visit Updates
- Call, Email Clients directly from App
- Customer Address with Maps
- GPS Location based Activity Updates
- Mobile CRM Works on Android & IOS.
Loans and Insurance Agencies CRM Software Features
The Only Software You Need to Manage you Complete Sales Process !
Mobile CRM App
Email, SMS Alerts
Integration With Lead Portals, Website, Cloud Telephony, Email & SMS Services
Many Loans and Insurance Agencies Use Cratio Daily
(Reference Clients in All Cities & All Industries in India)