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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Streamline and automate all your tasks, projects, documents, customer interactions, and team communications within a single platform. When sales inquiries arrive at a designated email address, tasks can be automatically assigned to the relevant users. Additionally, any email attachments sent or received will be seamlessly uploaded to cloud storage. You can generate tasks instantly when an email is received from a specific contact. The system can also update a prospective client's status from cold to hot upon receiving an email. If a client’s status needs to change from hot to cold, a task can be created to send a follow-up email. In cases where the first sales team member is unresponsive, tasks will automatically be reassigned to the next available team member. With just one click, you can convert an email into a task, and similarly, transform any email into a discussion thread that can be shared with your team. Furthermore, files shared through real-time chat are automatically stored in your cloud file storage system within DynaDo, ensuring that all your resources are efficiently organized and accessible. This comprehensive automation not only saves time but also enhances collaboration among team members, leading to improved productivity and better customer service.

Description

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Integrations

BerniePortal
Ease
Google Calendar
Google Docs
Intulse
Microsoft 365
Microsoft Outlook
Zapier

Pricing Details

$19 per month
Free Trial
Free Version

Pricing Details

$60 per seat per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

DynaDo

Country

United States

Website

www.dynado.com/en/

Vendor Details

Company Name

Take44, Inc.

Founded

2015

Country

United States

Website

nextagency.com

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

CRM

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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