Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

A specialized workflow application aimed at minimizing repetitive paperwork in the insurance sector significantly accelerates the sales process, reduces mistakes, and enhances client satisfaction. It consolidates provider forms into a single document, allowing you to request necessary information from your customer just once. By efficiently gathering client data, this application maps it to every selected provider form seamlessly. Ensure accuracy by thoroughly reviewing each completed document before sending it to your client for a signature. The BlockForms application facilitates the direct delivery of fully executed documents to insurance providers, streamlining the entire process. Propel your business forward with an all-encompassing and user-friendly data collection system. BlockForms intelligently fills in common fields across various carrier forms, even when the questions are phrased differently, thereby saving valuable time and minimizing errors. Empower your team with a more efficient workflow this sales cycle, transforming the way they operate and ultimately enhancing productivity. Embrace this innovative solution to redefine your approach to documentation and client engagement in the insurance industry.

Description

SalesCycle CRM is a versatile application that integrates CRM, PIM, and communication tools tailored for small to medium-sized enterprises. What sets it apart from many competitors is its licensing model, which requires only a single upfront payment without recurring monthly or yearly fees. Built on the DBISAM database and developed with native code, SalesCycle offers exceptional speed and efficiency within a compact installation. While most CRM solutions target a minimum user base of five, SalesCycle can be utilized by just one user, allowing businesses to scale by adding users as needed, ensuring they only pay for what they currently require. The pricing structure is straightforward, as we only charge for the SalesCycle CRM client application itself. Moreover, all necessary servers to establish a comprehensive client/server CRM system, complete with integrated email and chat features, are supplied at no additional cost, making it a highly cost-effective solution for businesses looking to enhance their operations. Ultimately, SalesCycle CRM provides an accessible entry point for businesses to manage customer relationships effectively without the burden of ongoing fees.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99.95 per user
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 No 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BlockForms

Country

United States

Website

blockforms.co

Vendor Details

Company Name

Aquila Technology

Country

Ireland

Website

www.aquilatechnology.com/salescycle.htm

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

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 

Alternatives

Alternatives

iCare Reviews

iCare

iCare.com
Legal Insight Reviews

Legal Insight

Versys Software
FormWiz Reviews

FormWiz

FormWiz Inc
Orca Reviews

Orca

Orca by Cortez Labs
OneLook Reviews

OneLook

Avid Anesthesiology Solutions