Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • Creatio Reviews & Ratings
    586 Ratings
    Company Website
  • Coevera Reviews & Ratings
    752 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,536 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    136 Ratings
    Company Website
  • Act! Reviews & Ratings
    554 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    161 Ratings
    Company Website
  • TE Recruit Reviews & Ratings
    639 Ratings
    Company Website
  • ActiveCampaign Reviews & Ratings
    17,291 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    8 Ratings
    Company Website
  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website

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 Radius?

Radius provides an all-encompassing CRM solution designed specifically for insurance agencies, helping you avoid losing leads or clients due to data mishaps, technical issues, or cluttered documentation. This platform enables you to systematically arrange and handle all your leads and clients from a centralized location. With Radius, there's no requirement for separate email marketing solutions since it includes capabilities for automated replies, drip marketing strategies, bulk emails, and SMS communications. Each lead and client profile is enriched with a comprehensive history, reminders, tasks, notes, and file storage for convenient access. The incorporated Radius Dropbox feature further streamlines organization by automatically importing emails into the system. You have the ability to tailor Radius according to your business requirements by establishing custom form fields, overseeing lead temperatures, client statuses, and much more. Additionally, Radius integrates effortlessly with your website, quote engine, lead vendors, or any other third-party applications, solidifying its status as an essential tool for your agency. Beyond its extensive features, Radius not only simplifies your workflows but also significantly improves your overall client relationship management, ensuring that your agency operates at peak efficiency. Moreover, the user-friendly interface allows teams to quickly adapt to the system, enhancing productivity across the board.

Media

Media

Integrations Supported

Microsoft Dynamics 365
One Mortgage System (OMS)

Integrations Supported

12Port
AdmitHub
AgentMethods
AuthN by IDEE
Barracuda SSL VPN
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Twilio
WWPass
Wynshop

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$34 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online 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

Radius Bob

Company Location

United States

Company Website

www.radiusbob.com

Categories and Features

CRM

Not specified

Insurance CRM

Not specified

Categories and Features

CRM

Not specified

Insurance CRM

Not specified

Popular Alternatives

Popular Alternatives

Ringy Reviews & Ratings

Ringy

Kovacs Systems
AgencyZoom Reviews & Ratings

AgencyZoom

Vertafore
TekRADIUS Reviews & Ratings

TekRADIUS

KaplanSoft
BluInsurance Reviews & Ratings

BluInsurance

BluRoot