at Financial Technnology Year
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Zoho CRM for Insurance from Zoho
This CRM solution provides lead management, policy tracking, contact management, customizable workflows, email integration, document management, mobile access, analytics, and integration capabilities at a competitive price point for insurance agencies.
Product analysis by function
Customer Relationship Management (CRM) Systems for Customer Service
Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.
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Sorry, no analysis is avaiable for Customer Relationship Management (CRM) Systems
Lead Management Software for Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
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Contact & Lead Management
(0 Yes /0 Known /14 Possible features)
Pipeline & Opportunity Management
(0 Yes /0 Known /12 Possible features)
Integration Capabilities
(0 Yes /0 Known /11 Possible features)
Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)
Communication & Engagement Tools
(0 Yes /0 Known /9 Possible features)
Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
Data Security & Compliance
(0 Yes /0 Known /11 Possible features)
Mobile & Remote Accessibility
(0 Yes /0 Known /7 Possible features)
Customization & Usability
(0 Yes /0 Known /7 Possible features)
Onboarding, Support & Training
(0 Yes /0 Known /8 Possible features)
Pricing & Scalability
(0 Yes /0 Known /8 Possible features)
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