• Home
• Insurance Forums
  Auto Insurance Life Insurance Health Insurance Home Insurance Disability Insurance Business Insurance Insurance Frauds Company & Specialty Insurance Insurance Agents The Pub
• Auto Insurance
• Health Insurance
• Life Insurance
• Home Insurance
• Disability Insurance

Internet Based CRM

Message	Author
Add to del.icio.us Add to YahooMyWeb Add to Simpy Add to BlinkList
Posted: Thu Apr 23, 2009 6:11 pm   Post subject: Internet Based CRM   I work at a small established insurance office and we are looking to invest a small amount of money (monthly basis) on an internet based CRM. Does anyone have any suggestions? There will only be 1-4 users. We are not an independent agency. We have the company software to conduct the actual insurance business, just strictly need this CRM to manage our existing clients and leads. The CRM needs the ability to import/export and sync with Microsoft Office and PDA’s. Thank you so much for your help! _________________ Register Now to have your Insurance queries solved.	Guest Guest
Posted: Fri Apr 24, 2009 6:51 am   Post subject:    Hey, only recently we had a discussion on customer relationship management (CRM) system I'd link you to that page. Hopefully you would get some useful information there. http://www.ampminsure.org/insuranceagents/customer-management.html	jeorge Senior member Joined: 07 Oct 2005 Posts: 808 132.58 Dollars($)
Posted: Fri Apr 24, 2009 7:05 am   Post subject:    You should select the CRM software that would best fit your size of business. The other few factors that would affect the cost of the software are, Whether or not you can customize the application. Whether it is available online or to local network. Online CRMs are becoming more popular because it helps the business to save money. Features available with the application. More the features you want embedded in your CRM more it’d cost you. The CRM application may cost between $600 and $1000 depending upon the above feature. However, since most of the providers would give you a free demo, you should take the benefit of this facility before installing one. Hope this helps. ~Jeremy	JeremyHolter Senior member Joined: 06 Jun 2007 Posts: 1194 210.30 Dollars($)
Posted: Fri Apr 24, 2009 11:49 am   Post subject:    There are so many free CRM available (but it sucks when it comes to features) What I advice you to go for any trial version of CRM if you like go ahead and purchase it with one time fee.(do not fall in trap of monthly rental system) hope it will be of some help to you. _________________ www.Parthaconsultancy.info Its my personal website.	amit Senior member Joined: 25 Jan 2009 Posts: 366 8.19 Dollars($)

Quick Reply
Your Name
Subject
Message body

All times are GMT

Page 1 of 1