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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Transform and enhance your customer interactions with NetSuite CRM+, a comprehensive front-office solution tailored for contemporary enterprises. This platform delivers users an all-encompassing, real-time perspective of their clientele, ensuring they have access to vital information at every stage of the customer journey. With its extensive features, NetSuite CRM+ facilitates a smooth exchange of data throughout the entire customer lifecycle, encompassing everything from leads and sales orders to fulfillment, renewals, upselling, cross-selling, and customer support. Additionally, it seamlessly connects with top-tier accounting, e-commerce, warehousing, and shipping solutions, further streamlining business operations and enhancing efficiency. Embrace the power of NetSuite CRM+ to foster deeper connections with your customers and drive growth for your business.

Description

Clients love Partner Platform's Agency Management System (Partner XE), which is praised for its simplicity, breadth, and affordability. Partner Platform was built for agencies that care about community values and are tired of complex management systems. You'll find Partner Platform has a team that is reliable and shares your values as a partner. You can easily manage the entire life cycle of your agency's client relationships, from pre-sales through servicing to renewal, in a unified system with sales and marketing, client policy, financial management, agency-branded app, integrated text messaging and data analytics, web solutions and integrations to third-party tools or industry partners.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
Atlar Yes 
Azeon Yes 
Badger Maps Yes 
BambooHR Yes 
Base.com Yes 
ConnectPointz Yes 
DataLakeHouse.io Yes 
Dataddo Yes 
Flowgear Yes 
Google Workspace Yes 
Matillion Yes 
MobilityeCommerce Yes 
NetSuite SuiteCommerce Yes 
QCommission Yes 
Smart Demand Planner Yes 
UROUTE Yes 
Verenia CPQ Yes 
oboloo Yes 

Integrations

Microsoft Outlook Yes 
Atlar No 
Azeon No 
Badger Maps No 
BambooHR No 
Base.com No 
ConnectPointz No 
DataLakeHouse.io No 
Dataddo No 
Flowgear No 
Google Workspace No 
Matillion No 
MobilityeCommerce No 
NetSuite SuiteCommerce No 
QCommission No 
Smart Demand Planner No 
UROUTE No 
Verenia CPQ No 
oboloo No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact us for pricing
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

NetSuite

Founded

1998

Country

United States

Website

www.netsuite.com

Vendor Details

Company Name

Strategic Insurance Software, LLC

Founded

1995

Country

Columbus, OH

Website

www.sisware.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
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 No 
Task Management Yes 
Territory Management Yes 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance No 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management Yes 
Underwriting Management No 

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