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Average Ratings 0 Ratings

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Description

Radius offers a comprehensive CRM solution tailored specifically for insurance agencies, ensuring you never miss out on a lead or client due to lost data, technical failures, or disorganized paperwork. This platform allows you to efficiently organize and manage all your leads and clients in one place. With Radius, there's no need for additional email marketing tools, as it provides features for sending automated responses, drip marketing campaigns, mass emails, and SMS or text messages. Each lead and client profile comes with a detailed history, reminders, tasks, notes, and file storage for easy access. The integrated Radius Dropbox feature enhances organization by automatically importing emails into the system. You can customize Radius to fit your business needs by defining custom form fields, managing lead temperatures, client statuses, and much more. Furthermore, Radius seamlessly integrates with your website, quote engine, lead vendor, or any third-party applications, making it an indispensable tool for your agency. With its numerous features, Radius not only streamlines your processes but also enhances your overall client relationship management.

Description

Our innovative growth, efficiency, and intelligence (GEI) platform empowers you and your team to concentrate on the essential daily choices and actions that propel your business ahead. With a customizable dashboard, your crucial KPIs remain at the forefront, bolstered by the business intelligence required for informed decision-making. You can easily integrate additional tools from the Telagus marketplace; these features are already incorporated into our platform, allowing you to choose and activate them as needed. Drive sales and revenue by effectively engaging with and marketing to your prospects and existing clients. The platform comes equipped with form builders, a diverse collection of email templates, and auto-responders to streamline your communications. Furthermore, you can efficiently manage and oversee the workflow of your teams and individuals using our project management, task, and collaboration features. These tools allow you to monitor essential tasks, establish deadlines, assign collaborators, and much more, enhancing overall productivity across your organization. By utilizing our platform, you can ensure that every aspect of your business operations is organized and optimized for success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Workspace Yes 
Microsoft 365 Yes 
AdmitHub Yes 
AuthControl Sentry Yes 
Barracuda SSL VPN Yes 
Compulife Yes 
Front Rush Yes 
Instagram No 
Kamailio Yes 
KeyTalk Yes 
LinkedIn No 
LoginTC Yes 
Netdata Yes 
QuickBooks Online No 
Thinfinity Workspace Yes 
Twilio Yes 
WWPass Yes 
Wynshop Yes 
Xero No 

Integrations

Google Workspace Yes 
Microsoft 365 Yes 
AdmitHub No 
AuthControl Sentry No 
Barracuda SSL VPN No 
Compulife No 
Front Rush No 
Instagram Yes 
Kamailio No 
KeyTalk No 
LinkedIn Yes 
LoginTC No 
Netdata No 
QuickBooks Online Yes 
Thinfinity Workspace No 
Twilio No 
WWPass No 
Wynshop No 
Xero Yes 

Pricing Details

$34 per month
Free Trial Yes 
Free Version No 

Pricing Details

$371.66 per month
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Radius Bob

Country

United States

Website

www.radiusbob.com

Vendor Details

Company Name

Telsa Media

Founded

2015

Country

United Kingdom

Website

telagus.com

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 

Insurance Agency Management

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

Product Features

Automotive CRM

Call Logging No 
Contact Management No 
Customer Support No 
Inventory Management No 
Lease Management No 
List Management No 
Marketing Automation No 
Product Catalog No 
Quotes / Proposals No 
Service Department Management No 
Showroom Management No 
Territory Management No 

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 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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