Contact & Lead management feature helps you to maintain and organize all your contacts and companies in one place. Access critical customer data including key contacts, communication history, and more — quickly and easily.

Manage customer data and interactions throughout the customer lifecycle which helps in improving business relationship with customers thereby assisting in customer retention and driving sales growth

Generate professional-looking Quotations in pdf format which can be shared with the customers using Emails/SMS/Whatsapp. LeadCRM also offers you options to generate & share Quotation comparisons with your customers.

Manage and track the status of multiple policies with ease. LeadCRM Policy Administration module empowers you to efficiently manage your policies throughout their entire lifecycle.

Use Dashboards and Management Information systems (MIS) reports improving service levels and business performance. Generated reports can be easily exported to excel/csv files. LeadCRM also helps you to generate various reports to meet IRDA standards & compliance.

Our Email & SMS tools will make sure you’re on top of your pipeline. Enjoy automatic follow-up/renewal reminders, personalized templates, bulk Emails/SMS for renewal reminders, festive wishes, special occasions and more. With built-in one-click Email/SMS, you’ll get in touch with contacts faster than ever.

Never Miss Anything Important. In LeadCRM, you can manage automated workflows that are triggered by specific actions. As a result, you will get reminders about specific events, such as policy renewals, followups, pending tasks, Birthdays/special occasions and more.

LeadCRM makes it easy to manage, audit and analyse your insurance commissions. Sort your commissions by insurer, client, policy type, etc. and track commission splits easily. Also, get comprehensive reports to save lapsing cases, identify potential payment problems, and much more.

Quick start with bulk import of leads, contacts, policies from excel file. Just map your columns and that’s it. You also have facility to export leads, policies and other data in excel.

Upload and manage your documents and files in one place online for easy access from anywhere, anytime.

Important events are automatically placed in your calendar and automatic reminders help you stay on track.

LeadCRM is hosted in a secure server environment that uses a firewall and cutting-edge technologies such as encryption and authentication to prevent security breaches.

LeadCRM allows you to provide access to your customers to let them view their policies,endorsements and claims statuses online.

LeadCRM is a cloud-deployable, web-based, multi-tab application available anywhere and anytime. Gone are the days when you had to worry about hosting, backups or other software management problems.

LeadCRM is specially designed to be easy to learn and use. It doesn’t require extensive training and its functions can be learned in a very short span of time. Our unique multi-tab feature enables you to work on multiple screens simultaneously without losing data.