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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Track activities, deals and orders. Segment, manage and email your customers.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber Yes 
ActiveCampaign Yes 
Chatra Yes 
Emma Yes 
Formstack Yes 
FreshBooks Yes 
Freshdesk Yes 
HappyFox Chat Yes 
Jira Yes 
Jotform Yes 
Kayako Yes 
LinkedIn Yes 
Pure Chat Yes 
Sign In Scheduling Yes 
Slack Yes 
Stackreaction Yes 
Stripe Yes 
Teachable Yes 
Twilio Yes 
Zapier Yes 

Integrations

AWeber No 
ActiveCampaign No 
Chatra No 
Emma No 
Formstack No 
FreshBooks No 
Freshdesk No 
HappyFox Chat No 
Jira No 
Jotform No 
Kayako No 
LinkedIn No 
Pure Chat No 
Sign In Scheduling No 
Slack No 
Stackreaction No 
Stripe No 
Teachable No 
Twilio No 
Zapier No 

Pricing Details

$7.00/month/user
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Revamp Consulting

Founded

2004

Country

United States

Website

www.revampcrm.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com/products/crm-for-distributors/

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 No 
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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