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Average Ratings 0 Ratings

Total
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design
support

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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.

Description

An entirely FREE CRM solution designed specifically for professionals in the insurance and financial sectors. Streamline your workflows to conserve both time and financial resources. Experience the power of immediate communication through mobile and social media channels. Enhance your communication effectiveness like never before. Enjoy a steady lead flow from various sources without the concern of where your next prospect will originate. Access to top commissions is available from more than 500 carriers across life & health as well as property & casualty lines. Utilize our software at your convenience, without the need for contracts. This platform empowers you to focus on growing your business without unnecessary barriers.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Experience Cloud Yes 
Case IQ Yes 
Competera Yes 
ConnectAndSell Yes 
EQ Outreach Yes 
EraCLM Yes 
Gnani Bot Builder Platform Yes 
Language I/O Yes 
MHC Software Yes 
Maropost Marketing Cloud Yes 
NovelVox Agent Accelerator Yes 
Odyssey Digital Automation Platform Yes 
OneSpan Sign Yes 
Rafiki Yes 
Sofon Guided Solutions Yes 
Tilkee Yes 
TxContact Yes 
Wildix Yes 
iFinder Yes 

Integrations

Adobe Experience Cloud No 
Case IQ No 
Competera No 
ConnectAndSell No 
EQ Outreach No 
EraCLM No 
Gnani Bot Builder Platform No 
Language I/O No 
MHC Software No 
Maropost Marketing Cloud No 
NovelVox Agent Accelerator No 
Odyssey Digital Automation Platform No 
OneSpan Sign No 
Rafiki No 
Sofon Guided Solutions No 
Tilkee No 
TxContact No 
Wildix No 
iFinder No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Oracle

Founded

1977

Country

United States

Website

www.oracle.com/crmondemand/

Vendor Details

Company Name

RetireCo

Founded

2009

Country

United States

Website

agent.retireco.com/professionals

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 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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