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
    524 Ratings
    Company Website
  • SalesTarget.ai Reviews & Ratings
    30 Ratings
    Company Website
  • ActiveCampaign Reviews & Ratings
    17,278 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,386 Ratings
    Company Website
  • CallTools Reviews & Ratings
    565 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
    8,469 Ratings
    Company Website
  • Centrex Software 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 Zivux.ai?

Zivux.ai presents an economical CRM solution specifically designed for small to medium-sized businesses in India and the Middle East. The platform comprises eight interconnected modules: Lead Management (which involves the processes of capturing, qualifying, and distributing leads), Pipeline Management (focused on managing deal stages, forecasting, and analyzing wins and losses), Sales Activity (which includes calls, meetings, follow-ups, and other active pursuits), Marketing & Campaign Engine (covering email and WhatsApp communications, broadcasts, and nurturing leads), Customer Support (which oversees ticket management, SLA tracking, and provides a knowledge base), Task Management (allowing for task assignments, setting deadlines, and automation features), Reports & Dashboards (boasting over ten live charts that track conversion rates, aging metrics, agent performance, source distribution, missed follow-ups, and prioritization), and HR & Attendance (offering geo-tagged clock-in and out capabilities, leave management, and monthly reporting). The system allows for role-based access, catering to various positions such as Managers, Salespersons, and Engineers. Additionally, it integrates effortlessly with the WhatsApp Business API, offers a RESTful API for straightforward integrations with ERP systems and websites, and employs AES encryption to safeguard data. This comprehensive CRM solution has been successfully adopted in countries such as India, Egypt, and Oman, demonstrating its flexibility and effectiveness across diverse markets, making it a valuable asset for businesses aiming to enhance their customer relationship management.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30 per month (5 users)
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

Proeffico Solutions Pvt Ltd

Date Founded

2020

Company Location

India

Company Website

zivux.ai

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

TatvaCRM Reviews & Ratings

TatvaCRM

Tatva Fintech Private Limited

Popular Alternatives

VS CRM Reviews & Ratings

VS CRM

VARIABLE INFOTECH INDIA PRIVATE LIMITED
Groweon Reviews & Ratings

Groweon

Groweon Digital Private Limited