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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 PhingooCRM?

PhingooCRM stands out as an innovative, cloud-based solution designed for effective customer relationship management, catering specifically to modern call and contact centers. It combines an intuitive user interface with AI-enhanced features aimed at boosting productivity and operational efficiency in high-pressure environments. The platform consolidates contact list management, monitors campaign performance, and simplifies helpdesk tasks while allowing for adaptive script adjustments and intelligent list filtering, which incorporates blacklist and redlist functionalities. Additionally, it integrates VoIP capabilities, offering features such as predictive dialing and preview modes to streamline communication. Users benefit from real-time dashboards, comprehensive campaign tracking, and detailed reports, providing analytics that uncover crucial insights into customer habits and sales trends. PhingooCRM supports a range of user roles, including agents, supervisors, and administrators, providing them with tailored dashboards and specialized functionalities. By effectively merging CRM capabilities with VoIP technology, it guarantees superior telecommunication via direct SIP trunks, automatic call recordings, shared calendars, and quick access to contact histories, all while ensuring robust data management with secure backups. Furthermore, the platform is consistently updated to adapt to the evolving demands of call centers, guaranteeing that users have access to cutting-edge tools that optimize their workflow and improve overall service quality. This commitment to innovation ensures that PhingooCRM remains an essential asset for any organization aiming to enhance customer engagement in a competitive landscape.

Media

Media

Integrations Supported

Engaged CRM
Go-Insur
Microsoft Dynamics 365

Integrations Supported

Engaged CRM
Go-Insur
Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€29.90 per month
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

PhingooCRM

Date Founded

2005

Company Location

France

Company Website

phingoocrm.com

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

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

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