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Featured
Software Choice
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| Title
- VanillaSoft Telesales |
| Author
- VanillaSoft |
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Small Overview
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| VanillaSoft
has fielded millions of inbound and outbound calls and has a
proven track record in implementation for more than 7 years.
VanillaSoft was developed by a call center that needed a solution
that was simple to use and train, yet powerful enough to have
multiple callers multiple campaigns. |
| VanillaSoft
Telesales Download |
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| - Contact Sage Pro |
| Contact Sage Pro
Description |
Contact Sage Pro is the functions and cost leader in mid-level contact relationship management (CRM) software designed specifically for the Financial Advisor and Insurance Agent. Our software was designed with your needs as a financial product sales professional in mind. Contact Sage Pro is simple, affordable, powerful and flexible.
Contact Sage Pro will help your financial advising and/or insurance office by offering greater insight into client and lead management through easy centralization of your client records including their policies and investments, automation of drip marketing campaigns and programs, organization of client appointments, notes, and remarks, and the ability to seach and report on any piece of client data including demographics, products, and customizable user fields for contact and product information.
Contact Sage Pro is the only software you will ever need to manage your practice or office, because it comes complete with all of the functionality you need.
Unlike our competitors, our software doesnt have modules. Everything is included with your purchase. Below is a sample list of just some of the features:
stores contact and demographic information with multiple addresses and emails
stores family member information including birthdates and comments
stores unlimited insurance policies and investments for each contact
links investments to policies for variable life/annuity products
stores and opens unlimited URL and File Links for contacts in the system (file links let you link tax returns, reports, letters, etc. and open them from within the system)
stores 80 searchable user defined fields for each contact type (20 text/20 date/20 number/20 checkbox) (there can be 80 fields for individuals and 80 different fields for business contact types)
stores 24 searchable user defined fields for each insurance and investment type (6 text/6 date/6 number/6 checkbox) (24 fields for stocks and 24 different fields for mutual funds)
allows pending status choices for policies and investments that let you search pending business, business in underwriting, etc. |
| - Contact Sage Pro
Download |
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