| Overview |
A CRM by Brevo (formerly Sendinblue) that combines deal management with powerful email marketing and automation tools. |
A CRM and lead management system built specifically for insurance agents and agencies to manage policies and sales. |
| Pricing |
Freemium (Free-$12/user/month) |
Subscription ($34-$292/month) |
| Key Features |
- Deal management
- Email marketing
- SMS campaigns
- WhatsApp
- Chat
- Marketing automation
- Meetings
- Phone
|
- Lead management
- Policy tracking
- VoIP dialer
- Email marketing
- Workflow automation
- Commission tracking
- Reporting
- Document storage
|
| Pros |
- Free CRM included
- Strong email marketing
- Multi-channel
- Affordable
|
- Built for insurance agents
- Integrated dialer
- Policy tracking
- Affordable
|
| Cons |
- CRM is basic
- Marketing-focused
- Limited CRM customization
- Better as marketing tool
|
- Niche market
- Basic interface
- Limited customization
- Small development team
|
