CRM Basic for Insurance Agents & Brokers
Track contacts, phone calls, emails, and future appointments, and upload important documents in this simple, yet versatile CRM app. ****NOTES FROM THE CURATOR**** This application accurately and easily tracks your insurance clients, their policies and their needs. While built for the insurance industry, this app would be easily adapted to other industries.
After looking at several CRM programs I found Intuit to have one of the most user friendly systems. My only issue is the cost. Being a single person its just not affordable. I would have given 5 stars but the cost is an issue.
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