CRM Basic for Insurance Agents & Brokers | Quickbase

CRM Basic for Insurance Agents & Brokers

(1 Rating)
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.
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