No, we currently do not handle any CRM functionality. We recommend that our customers use their own CRM and lead management software. If you need recommendations, we are more than happy to assist.
Do you offer CRM services such as email?
Articles in this category
- Is it possible to add new products to your system?
- Do I have to contract with Quoteplicity or a certain general agency?
- Does a customer have to enter in their personal information to run a quote?
- What kind of products and categories can be quoted?
- Does the quoter come in other languages?
- Do you offer other insurance types besides life insurance?
- Do you have any products that can be sold completely online without an agent?
- How do you keep the rates accurate and current?
- Do I have to sign a contract to become a customer?
- What makes Quoteplicity's data-collection funnels unique?
- How do Quoteplicity funnels ensure high conversion rates?
- Can the funnels be customized to fit our agency's brand?
- How does Quoteplicity handle third-party integrations within the funnels?
- What happens if a user partially completes a funnel?
- Are there any specific compliance considerations with Quoteplicity funnels?
- What are Quoteplicity widgets and how can they enhance my website?
- Can I customize the widgets to match my brand?
- What types of widgets are available, and can I design my own?
- Are the widgets optimized for different devices?
- What support does Quoteplicity offer for widget deployment and optimization?
- Do you offer an affiliate program?