LeadsFolio

Programari CRM personal

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A streamlined customer relationship management (CRM) system designed specifically for managing vehicle insurance policies, seamlessly integrated with Google Sheets. Its main features include effortless lead entry through a user-friendly interface, automated organization of data into monthly sheets, and advanced filtering options by time period, insurance company, or broker, facilitating efficient tracking and data reuse; it addresses common challenges faced by insurance agents in managing client and policy information across multiple clients and periods, making it ideal for insurance brokers, agents, and small teams seeking a simple, mobile-friendly solution without complex software.

LeadsFolio es pot trobar a Personal CRM Software categories.

Els productes més similars a LeadsFolio són:

ClearCRM Promogut → Fat Agent Perfil verificat → LeadCRM →

Captures de pantalla

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Detalls

Característiques principals de LeadsFolio

• Easy Sign-In
  One-click Google login that does not require remembering passwords.
• Simple Setup
  Sign in with Google to start quickly without complicated setup.
• Two-Page App
  Has only two pages — one for adding leads and one for viewing all leads.
• Reusable Data
  Add companies and brokers once and reuse them anytime to save time.
• Smart Filters
  Filter leads by month, company, or broker to find information easily.
• Easy Data Entry
  Add leads quickly using a simple form on the home page.
• Mobile-Friendly
  Works well on phones and computers, so you can use it anywhere.
• Works on Any Device
  Can be used on phones, tablets, or computers with internet access.
• Automatic Data Saving
  Data is automatically saved to your Google Sheet when you add a lead.
• Monthly Sheets Organization
  Each month has its own sheet to keep data organized in your Google Sheet.

Insígnies

<a href="https://saasbrowser.com/ca/saas/1572754/leadsfolio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/a5341wxsowaaw3c51i45dw4v3nvu" alt="LeadsFolio - SaaS Browser Verified Badge" width="200" height="133" /></a>

Còpia de la insígnia

<a href="https://saasbrowser.com/ca/saas/1572754/leadsfolio" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/cs9dgorp4useklnmmaresnoj1m6q" alt="LeadsFolio - SaaS Browser Verified Badge" width="200" height="133" /></a>

Còpia de la insígnia

Alternatives a LeadsFolio

ClearCRM Promogut

ClearCRM is a powerful all-in-one platform designed to help small businesses ...

Fat Agent

Perfil verificat

This comprehensive insurance customer relationship management (CRM) platform ...

LeadCRM

LeadCRM is a comprehensive cloud-based CRM solution tailored specifically for...

Tecnologies utilitzades

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