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What is Aurea CRM?

Manage every potential client, opportunity, and interaction throughout their experience with Aurea CRM — a comprehensive customer relationship management solution that also features integrated campaign management capabilities. Aurea CRM equips you to seamlessly implement customer engagement tools across your sales team, enhancing their effectiveness. Our platform encompasses all necessary functionalities for both sales and marketing, creating a centralized hub that presents a clear overview of team activities, sales pipelines, and critical performance indicators, which helps you prioritize tasks and make informed decisions. You can effortlessly access all pertinent information regarding customers and prospects from one location. With intuitive mobile tools, sales representatives can swiftly retrieve and update data while in the field. By refining your opportunity management tactics with data-driven insights, you can leverage relationship networks and identify the most promising leads within your sales funnel. Ultimately, this approach allows you to optimize your productivity and elevate your overall sales success, ensuring that your team is always in the best position to thrive.

What is Applied Mobile?

Ensure that client and policy information can be accessed whenever necessary to improve customer support and optimize business workflows. Keep client and prospect data updated, synchronized, and secure across multiple platforms, which facilitates the effective management of sales opportunities and enhances interactions with customers. Applied Mobile® is recognized as the leading mobile app specifically designed for insurance professionals, providing direct access to client, policy, and sales data from your agency management system on your mobile devices, thereby allowing you to stay connected while away from the office with a quick access link. The app offers the advantage of having instant access to insurance information for clients and prospects while you're on the go. You can directly view, create, and manage sales opportunities right from your mobile device, with all information automatically synced to Applied Epic for seamless connectivity. Additionally, ensure that all personnel have the latest updates, as activities and opportunities are recorded in real time within your agency management system. This feature not only enables agents to address client requests swiftly but also contributes to building stronger connections and promoting business expansion. Ultimately, leveraging such advanced tools can significantly enhance the efficiency and effectiveness of your operations.

Media

Media

Integrations Supported

Applied Epic
Aurea FirstRain
BenefitPoint
Microsoft Dynamics 365
SALESmanago
SOAtest
Salesforce
Taxi for Email

Integrations Supported

Applied Epic
Aurea FirstRain
BenefitPoint
Microsoft Dynamics 365
SALESmanago
SOAtest
Salesforce
Taxi for Email

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Aurea

Date Founded

2012

Company Location

United States

Company Website

www.aurea.com/library/customer-relationship-management/

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www1.appliedsystems.com/en-us/solutions/for-agents/mobility/applied-mobile/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Mobility

App Management
Barcode Scanning
Compliance Management
Content Management
Data Collection
Data Management
File Management
Forms Automation
Mobile Messaging
Remote Access
Remote Systems Monitoring

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