Insurance company

Manage your customers', suppliers', and partners' contacts, cataloging them in a simple and immediate way. Save contact information, privacy preferences, billing, marketing, sales, and activity history.

Quickly analyze contacts with aggregated data in interactive reports. A page with charts, colors, and filters provides an overview of your network faster than an Excel file!

Catalog customer, supplier, and partner companies, collect information from their website, save billing, marketing, sales, and activity data.

Quickly analyze companies with aggregated data in interactive reports and geolocate them on the map. A page with charts, colors, and filters provides an overview of your network faster than an Excel file!

Automatically collect new leads and potential clients by saving them as contacts through pages with online forms, which you can also integrate into your website.

Automate processes and save time by saving the contact with more details, creating opportunities, activities, and support tickets for your teams with data from the online form.

Automatically update the lead score when the form is submitted, allowing you to identify the most promising contacts. Using custom lead scoring rules, you can identify and focus on the most loyal contacts to your brand, thereby optimizing your marketing and sales strategies.

Organize appointments for meetings or events in the monthly, weekly, or daily calendar. Filter by user or team to check the availability and activities of other users.

Invite contacts and other users to physical or online appointments. Assign labels according to the type of appointment, add comments to note updates, and synchronize your agenda with the calendars of other applications.

Monitor your team's due activities with the Kanban view. Organize them, move them to update, and receive progress updates. Filter by member or team to manage your progress meetings efficiently.

Set deadlines and keep track of monthly, weekly, or daily activities with the calendar view. Managing the team's workload will be easier!

Easily view tasks, deadlines, and priorities to achieve goals through intuitive charts. Explore details and filter information to get an immediate overview of your team's performance with interactive charts.

Track deadlines, durations, and task dependencies with the Gantt view. Achieve efficient task management thanks to the clear representation of relationships and workloads.

Create sales opportunities on leads and potential customers, define the amount and the sales stage. Through various pipelines, you will have everything under control, and follow-up with contacts will be immediate.

View the performance of sales pipelines and the various stages of progress in the opportunities and sales funnel. The sales team will always have the strategy and goals under control!

Record orders or won contracts as orders, entering items from the service or product catalog or customized items. Manage VAT and customer discount, keeping everything under control through different stages.

Monitor the progress of orders or contracts through interactive reports. View performance and the various stages in the sales process, providing the team with a clear and detailed overview to optimize operations and achieve customer satisfaction.