30/08/24
Our CRM module is designed to optimize the administration and management of leads, prospects and quotes, integrating directly with the People and Quotes modules. This facilitates the automatic generation of Policies from the managed prospects, guaranteeing a smooth conversion of opportunities into tangible results.
In addition, the system offers total control over the management of meetings and activities by prospect and Agent, ensuring detailed and efficient monitoring.
The control panel allows for comprehensive and dynamic management of prospects and the agenda of each Agent, providing a user-friendly experience. All information is integrated with the client portfolio, allowing for the definition of clear commercial objectives and effective monitoring and control based on the performances obtained.
