Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 comprehensive management system includes features for tasks, appointments, SMS, email, and payment processing, designed to efficiently oversee your contacts. Non-profit organizations and membership-based businesses can greatly benefit from the ability to maintain ongoing communication and manage recurring charges. You can quickly organize, oversee, and monitor every facet of your contacts or customers. The system includes intake forms, web forms, quote management, invoicing, policy and sales tracking, as well as payment processing through ACH and credit/debit cards. Additionally, appointment reminders are sent via SMS and email to ensure you never miss an important meeting. Contact types can be categorized, allowing you to group them by type, and you can create custom contact lists for mass email or SMS campaigns, enhancing your outreach strategy. Furthermore, this robust system simplifies the administrative tasks that often consume valuable time, enabling you to focus on your core mission or business objectives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

12Port Yes 
6connect Yes 
AdmitHub Yes 
AuthControl Sentry Yes 
AuthN by IDEE Yes 
Compulife Yes 
FlowUp Yes 
Front Rush Yes 
Google Workspace Yes 
Kamailio Yes 
KeyTalk Yes 
LibreNMS Yes 
LoginTC Yes 
Microsoft 365 Yes 
Netdata Yes 
NinjaQuoter Yes 
Thinfinity Workspace Yes 
Twilio Yes 
WWPass Yes 

Integrations

12Port No 
6connect No 
AdmitHub No 
AuthControl Sentry No 
AuthN by IDEE No 
Compulife No 
FlowUp No 
Front Rush No 
Google Workspace No 
Kamailio No 
KeyTalk No 
LibreNMS No 
LoginTC No 
Microsoft 365 No 
Netdata No 
NinjaQuoter No 
Thinfinity Workspace No 
Twilio No 
WWPass No 

Pricing Details

$34 per month
Free Trial Yes 
Free Version No 

Pricing Details

$9.99/month/user
Please check our website for package pricing and details
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 No 

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

Voiie

Founded

2013

Country

United States

Website

voiie.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

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration 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 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content Yes 
Landing Pages / Web Forms No 
Lead Scoring Yes 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Alternatives

TekRADIUS Reviews

TekRADIUS

KaplanSoft

Alternatives

Ringy Reviews

Ringy

Kovacs Systems