Webbase Lead Management, crm(customer relationship management), sfa (sales force automation) software for insurance professionals in the US market-Leadorganizer
LeadOrganizer.net-Life - A crm and lead management product for life insurance professionals. This application, designed with the life insurance industry in mind, easily integrates personal contact management, Document management with Integrated data management . It has a unique display of all features on one screen for efficient and effective management.
This insurance specific crm, aimed at small to medium sized businesses with 1-30 crm users, expected to challenge the leading US competitors in the crm market on the strength of its celebrated easy-to-use functionality and affordability. It comes in two versions: the Personal Edition for individual users and Team Edition for multiple users (one administrator plus other users).
LeadOrganizer is an on-line customer relationship management (crm) application. While capturing and organizing leads on the web, it enables an organization to respond to its actual and potential customers to retain, gain, grow, enhance and improve relationships. Multiple communication channels like e-mail, live chat, fax, phone calls and different marketing tools integrated to create efficient sales force automation application. The agent can manage documents virtually, storing and retrieving them at his convenience. The agent can backup or export and import the contact database from any resource for lead management and marketing.
Insurance agents, who are already using some type of management system, be it on paper or on software application will find migration to LeadOrganizer crm, very easy and beneficial. Getting the right data in the right place at the right time has proven challenging for many agents running their business without a lead management software.
