CRM Basic for Insurance Agents & Brokers

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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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CRM Review

By over 3 years ago

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.

Overall Rating

104 Installs


La Wanda Kelly

We use Quickbase for both business and personal,from tracking personal production to company finances and gifts purchased for family and friends throughout the year, QB has it all!