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Description
Efficiently handle client data through an intuitive interface that allows you to keep a record of all interactions, including phone calls, emails, and actions taken. You can also monitor both incoming and outgoing payments while generating invoices seamlessly. Comprehensive reports are readily accessible, such as Aging in/out, Invoices, and Client History, along with any tailored reports you require, ensuring everything remains well-organized for each client. Furthermore, there is an Insurance Module that enables the tracking of QuickQuotes linked to existing or personalized QuickQuote systems, providing instant access to this information. This system is also designed to integrate smoothly with current TIFA applications or any other platforms you may use. Overall, this solution streamlines your client management process, enhancing both efficiency and accuracy.
Description
Boosting customer loyalty and enhancing business profitability can be achieved by delivering an exceptional customer experience through open and clear communication. It is essential for your sales teams to focus primarily on driving sales and maximizing revenue, while minimizing their time spent on administrative responsibilities. To increase their selling efficiency, they require quick access to precise customer data, insights into customer preferences, and a history of previous interactions. PM AM CRM equips your sales teams to generate more revenue by effectively reaching out to both new and existing clients at optimal moments with the right solutions, all backed by comprehensive customer information readily available. Additionally, PM AM CRM facilitates the efficient management and tracking of various marketing initiatives, enabling you to make well-informed choices regarding the most effective marketing channels at the right times. Furthermore, this CRM system supports the maintenance of consolidated and easily accessible records of customer interactions across all departments, ensuring a cohesive approach to customer engagement and service. Ultimately, leveraging PM AM CRM not only streamlines operations but also fosters a deeper understanding of customer needs, paving the way for sustainable business growth.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10 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
J&J Technology Consulting
Founded
2007
Country
United States
Website
www.jjtechnologyconsulting.com
Vendor Details
Company Name
PMAM
Founded
2001
Country
India
Website
www.pmamcrm.com
Product Features
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
Product Features
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