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Description
OnFlow serves as a comprehensive hosted platform designed for managing customer relationships, leads, projects, and marketing automation seamlessly. You can effortlessly oversee your interactions and maintain detailed records associated with each contact. With custom pipelines, tracking and following up on leads becomes a straightforward process. All your marketing initiatives can be centralized using our integrated email marketing and automation features. Managing projects and tasks is made simple, allowing you to store all contact information in one streamlined profile. You can keep an eye on active leads through custom pipelines and a user-friendly dashboard. By categorizing contacts, you can effectively segment your audience for targeted marketing efforts. Additionally, you can monitor the time allocated to various projects, tasks, and contacts, generating detailed reports to help you stay on top of budgets. Being a hosted solution, OnFlow alleviates concerns about backups, maintenance, or uptime, providing peace of mind as you focus on growing your business. With these tools at your disposal, your organization can operate more efficiently and enhance overall productivity.
Description
A CRM solution integrated with Microsoft, specifically designed for the insurance industry, streamlines sales processes and manages marketing campaigns effectively. It assesses sales activities in relation to production objectives while offering an exceptional, ready-to-use user experience tailored to the sector. The system features lead tracking capabilities to attract new agents, profile potential clients, and maintain relationships with current agents. Users can develop targeted campaigns, segment their audience precisely, and leverage comprehensive dashboard reporting for insights. Additionally, it allows for seamless integration with iPipeline Agency Integrator and can utilize existing organizational data to enhance functionality. This innovative platform ensures that insurance professionals can optimize their operations and achieve better results.
API Access
Has API
API Access
Has API
Integrations
Engaged CRM
Go-Insur
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Webase
Founded
2011
Country
Netherlands
Website
onflow.eu
Vendor Details
Company Name
iPipeline
Founded
1995
Country
United States
Website
www.ipipeline.com/products/crm-for-distributors/
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
