Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Abacus's CRM software provides a centralized platform for managing all pertinent customer relationship data, ensuring that nothing critical is overlooked. This comprehensive information hub benefits both your staff and customers alike. By facilitating efficient relationship management, the software fosters trust and reliability. The integration with Abacus ERP allows all entered customer and address information to be utilized across other applications without the need for additional interfaces. This seamless functionality streamlines related work processes, significantly reducing input effort and conserving your valuable time. Each authorized individual or department can access the customizable Abacus CRM database, enhancing its usability. The CRM portal further simplifies the retrieval of customer data through features like full-text search, customizable selection lists, and filtering options. Additionally, stringent access and input rights help maintain high data quality, and division-level access protection can be implemented to enhance security. Overall, this system not only optimizes data management but also strengthens the overall efficiency of your operations.
Description
Access your insurance management system from any internet-enabled device, allowing for seamless web-based functionality. Tailor your insurance needs with customizable requirements, including the ability to override specific policy, limit, or additional term stipulations. Utilize a report scheduler to keep tabs on various Certificates of Insurance (COIs) for each vendor or subcontractor, and assign these COIs to specific locations or properties. The new integrated Email Processing and Tracking System, available exclusively in the cloud, enhances communication and management. Stay on top of expired or soon-to-expire certificates through the Certificates Dashboard, and visualize your certificate statuses with ease using the Statistics Dashboard. Manage different entities, certificate holders, divisions, centers, or properties independently for better organization. Effortlessly import vendor and insurance data while keeping track of PDF letter history and creating customizable letter templates. Validate carrier minimums with efficient carrier rating data imports, and enjoy the flexibility of exporting information in various formats. Streamline compliance management with automated printing or emailing of non-compliance letters, and take advantage of comprehensive search and reporting features. Additionally, integrated video training ensures that users can efficiently navigate the system and utilize its full potential.
API Access
Has API
No
API Access
Has API
No
Integrations
CAQ.Net
Yes
Google Maps
Yes
Microsoft Outlook
Yes
PayNuts
Yes
Integrations
CAQ.Net
No
Google Maps
No
Microsoft Outlook
No
PayNuts
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$499 per year
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Abacus
Country
Switzerland
Website
www.abacus.ch/en/products/administration-sales/crm/overview
Vendor Details
Company Name
GG-One Software
Website
www.ggonesoftware.com/ifastrack-features
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No