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Description

CRMDAY One serves as a comprehensive cloud-based CRM and insurance operations platform designed specifically for independent agents, agencies, and FMOs. This innovative tool consolidates client and household information, sales pipelines, policy details, task management, communication history, and renewal processes into a single, streamlined workspace. Users have the ability to import HealthSherpa export files, check for updates, and address any conflicts, while integrated ACA quoting enables clients to compare plans from Healthcare.gov. The platform is equipped to handle Open Enrollment campaigns, automate workflows, generate reports, manage agency networks, and oversee commission structures. Additionally, its shared inbox integrates a variety of communication channels including email, SMS, WhatsApp, voice, and Instagram, with functionality varying based on specific configurations and third-party integrations. To further enhance efficiency, Aria AI supports insurance workflows, and an optional ChatGPT plugin allows authorized users to interact with CRM records and tasks seamlessly. Specifically designed for U.S. insurance professionals, CRMDAY One caters to those working with health, ACA, Medicare, and life insurance clients, ensuring they have the tools necessary to succeed in a competitive market. This multifaceted platform ultimately aims to elevate the operational capabilities of insurance agents and agencies alike.

Description

Oracle's comprehensive CRM solutions present the most extensive and profound functionalities that assist organizations in enhancing their sales, marketing, customer loyalty, and service efficiency. When paired with Oracle's Commerce solutions, they create a seamless, integrated experience across various channels for customers. What sets Oracle CRM On Demand Industry Editions apart is their provision of specialized CRM solutions that are customized for distinct industries. In contrast to other cloud-based CRM offerings, Oracle CRM On Demand Industry Editions leverage Oracle's profound industry knowledge, delivering immediate business advantages to organizations in sectors such as automotive, high technology, insurance, life sciences, and wealth management from the outset of implementation. These editions come equipped with pre-configured business processes, data models, object models, and business logic that are specifically crafted to cater to the unique needs of each industry. This tailored approach ensures that clients can maximize their operational efficiency and achieve their business goals effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Configure One Cloud No 
Contracts 365 No 
Descartes Pacejet No 
DocVerify No 
EQ Outreach No 
Globant Navigate No 
Highspot No 
Kloudless No 
Language I/O No 
Morphic No 
Nexus AP & Payments Automation No 
NovelVox Agent Accelerator No 
OneSpan Sign No 
Puzzel No 
Rafiki No 
Service Greeni No 
Sparkcentral No 
Unifyr No 
Vasion No 
WEBTEXT No 

Integrations

Configure One Cloud Yes 
Contracts 365 Yes 
Descartes Pacejet Yes 
DocVerify Yes 
EQ Outreach Yes 
Globant Navigate Yes 
Highspot Yes 
Kloudless Yes 
Language I/O Yes 
Morphic Yes 
Nexus AP & Payments Automation Yes 
NovelVox Agent Accelerator Yes 
OneSpan Sign Yes 
Puzzel Yes 
Rafiki Yes 
Service Greeni Yes 
Sparkcentral Yes 
Unifyr Yes 
Vasion Yes 
WEBTEXT Yes 

Pricing Details

$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CRMDAY

Founded

2019

Country

United States

Website

crmday.net/one

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/crmondemand/

Product Features

Product Features

Campaign Management

Channel Management No 
Contact Database No 
Email Marketing Yes 
Event Triggered Actions No 
Lead Management Yes 
Multi-Campaign Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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