I am hoping Reddit can save the year for me this time. I have been searching for three months for a CRM or a customer reporting tool that will track all we need as a small insurance business.
Requirements I have used in my search. But always flexible. 1) affordability- under $800 per year maximum for 2 users. Price is for each user. So $1600 total.
2) Easy To Use- this is definitely a relative requirement. We are both in our late 40s and on a scale of 1 to 10 being tech savvy I would put us around a five.
3) Does not need to be fancy or have “curb appeal”- basically what we are tracking our our customers which we add 5 to 10 every day new ones and all their information. Notes about the customer and reminders are needed as when we need to call them back or when they’re insurance or annuity might be ready for renewal.
4) financial information – Needs to be brief . Info about our sales $ and the customers financial intent with us. Definitely don’t need QuickBooks or anything close to that. I’m not information with this.
There’s more information I could put out there, but I’m sure this is enough to give you an idea of what we’re looking for. especially if you’re in the insurance industry, you would be well aware of whats needed.
Thanks in advance for your help and if you’re a rep for a company just let me know and we can schedule a call. If you are or have experience as you’re an end-user, your feedback would be so valuable that your time is appreciated.