| Overview |
A long-standing CRM and marketing automation platform trusted by small and midsize businesses for over 35 years. |
A CRM solution for insurance and financial services professionals offering client management and policy tracking. |
| Pricing |
Subscription ($30-$50/user/month) |
Subscription (Custom pricing) |
| Key Features |
- Contact management
- Opportunity tracking
- Marketing automation
- Custom dashboards
- Mobile access
- Integration
- emarketing
- Calendar management
|
- Client management
- Policy tracking
- Activity management
- Reporting
- Document management
- Workflow
- Mobile access
- Commission tracking
|
| Pros |
- Long track record
- On-premise option
- Good for small businesses
- Established user base
|
- Insurance industry focused
- Policy tracking
- Good for financial services
- Established product
|
| Cons |
- Interface feels dated
- Limited modern integrations
- Marketing features are basic
- Mobile app is limited
|
- Very dated interface
- Slow to modernize
- Complex navigation
- Limited support options
|
