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What is iPipeline CRM for Distributors?

An integrated CRM solution with Microsoft, specifically tailored for the insurance sector, enhances sales workflows and efficiently manages marketing initiatives. It evaluates sales efforts against production goals while providing an outstanding, user-friendly interface designed for industry needs. The platform includes features for tracking leads to engage new agents, profiling prospective clients, and nurturing relationships with existing agents. Users are empowered to create targeted marketing campaigns, accurately segment their audience, and access detailed dashboard reports for valuable insights. Furthermore, it seamlessly connects with iPipeline Agency Integrator and can utilize pre-existing organizational data to boost its capabilities. This cutting-edge platform not only aids insurance professionals in streamlining their operations but also enables them to achieve superior outcomes in their business endeavors. Ultimately, it positions users to remain competitive in a rapidly evolving market.

What is Kavkom?

Discover a cutting-edge phone system featuring an integrated CRM designed for effortless communication. This innovative system allows you to manage your calls seamlessly, utilizing international virtual numbers to enhance your prospecting efforts and foster stronger customer relationships through a powerful and intuitive Hybrid CRM that offers comprehensive tools such as contact management, calendar integration, and email organization. By harnessing the capabilities of the Predictive Dialer, you can significantly boost the effectiveness of your outbound marketing campaigns and support your sales prospecting teams in reaching their goals. Equip your agents with the essential resources they need to exceed their conversion targets by connecting them to our Hybrid CRM for thorough tracking and analysis. Effortlessly generate new leads and expand your outreach with the extensive capabilities of the Kavkom Call Robot, which paves the way for your sales teams by delivering personalized messages to millions of potential clients. Utilize specialized CRM tools to convert the most engaged prospects while managing your phone network through a range of customizable options for an enhanced user experience. In the end, this system not only streamlines communication but also serves to empower your sales strategy, driving your success to new heights while ensuring that your team remains organized and focused.

Media

Media

Integrations Supported

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

Integrations Supported

Engaged CRM
Go-Insur
Microsoft Dynamics 365
One Mortgage System (OMS)

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

iPipeline

Date Founded

1995

Company Location

United States

Company Website

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

Company Facts

Organization Name

Kavkom

Date Founded

2010

Company Location

Israel

Company Website

www.kavkom.com/en/

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

Business Phone Systems

Call Logging
Call Monitoring
Call Recording
Call Routing
Employee Directory
IVR / Voice Recognition
Mobile Access
Virtual Call Center
Web Conferencing

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

Predictive Dialer

Call Monitoring
Call Recording
Call Results
Call Transfer
Callback Scheduling
Campaign Specific Caller ID
Contact Management
FCC Compliance
FTC Compliance
Lead Capture
Lead Management

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