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What is Selltis?

Selltis CRM is a collaborative sales solution tailored for industrial sales teams and their channel partners, providing an array of industry-specific features that are often costly to customize in other systems but are readily available in Selltis. By leveraging innovative KPIs, businesses can enhance their management processes, enabling proactive decision-making. Users can personalize dashboards to monitor crucial metrics, easily comparing historical data with current performance in relation to established goals. The software promotes organizational transparency through seamless integration with ERP systems, email platforms, marketing tools, and various other applications. With just one click, quotes can be dispatched directly to your ERP, drastically minimizing the need for repetitive data entry tasks. Enjoy the flexibility of real-time access to information from any device via the cloud. Additionally, you can manage user permissions by determining who has access to view, edit, or delete documents and utilize certain functions. This degree of customization and oversight not only enhances team efficiency but also upholds data security, ensuring that sensitive information is protected while facilitating collaborative efforts. Ultimately, Selltis empowers industrial sales teams to optimize their operations in a secure and efficient manner.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

Integrations Supported

AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Selltis

Company Location

United States

Company Website

www.selltis.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

CRM

Not specified

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management

Insurance CRM

Not specified

Insurance Policy

Claims Tracking
Policy Processing
Renewal Management

Life Insurance

Not specified

Quoting

Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management

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