VAM dB CRM
VAM dB CRM is a contact & sales management database for insurance agents with a maximum of 2 users. For only $24.95 a month and no long term commitment you can track all leads, prospects and clients throughout the sales process and beyond.
Save time and increase sales by automating emails (auto responders) for sales, follow ups, birthdays etc. VAM dB will be the central place in your office for all prospects or clients data and files. Access through a secure web site from the office, home or while traveling. VAM dB CRM gives you more of the most valuable commodity in your business, time. Make your office more productive and profitable today.
- Track each person through the sales process, making sure no one slips through the cracks
- Monitor lead sources to see where you are making money and potentially losing it.
- Track insurance companies and general agents to see where your business is and how much is being placed.
- Merge lead and client data into emails and letters.
- Reports to view outstanding apps or policies, cases in underwriting and more.
- Easy searching of leads and clients. Group leads and clients together for marketing or quick searching. Export, batch print letters or labels for everyone in the group.
- Calendars and follow up list to organize your day. Automate reminders to yourself to be alerted via email ahead of important calls or meetings.
- Add unlimited templates with a built-in word processor for emails and letters.
- Automated emails allow you to send emails to leads and clients throughout the sales process and beyond without lifting a finger. Send emails to help get in contact with new leads, follow up on quotes or applications sent, yearly policy reviews, birthday's, emails to those who didn't buy to renew their interest and more. Track which emails have been opened and which template emails are being open more than others.
- For an additional cost you can add phone and text messaging integration. Click to dial from a lead / client record or from a call list or report. Send and receive text messages right from lead / client record. Learn more
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