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 0 Ratings

Total
ease
features
design
support

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

Write a Review

Alternatives to Consider

  • Creatio Reviews & Ratings
    523 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    29 Ratings
    Company Website
  • ActiveCampaign Reviews & Ratings
    17,180 Ratings
    Company Website
  • Pipeliner CRM Reviews & Ratings
    750 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,300 Ratings
    Company Website
  • CallTools Reviews & Ratings
    538 Ratings
    Company Website
  • Podium Reviews & Ratings
    2,128 Ratings
  • Shape Software Reviews & Ratings
    134 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • Jotform Reviews & Ratings
    8,206 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 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.

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

Selltis

Company Location

United States

Company Website

www.selltis.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

Popular Alternatives

Popular Alternatives

IFS SCRM Reviews & Ratings

IFS SCRM

Integrated Freight Systems
Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus