Best CRM????

So, I've read through a lot of the comments here, and have gone to many different websites and am still unsure of what would be the best fit for the agency I work for.
Right now, he is mainly P&C and already has a system (DORIS) in place for that. Now, he is breaking in to the group health business. He does not want to use his existing CRM for the group health; wants to keep them separated.
What he is looking for is a system that will generate group health quotes from multiple carriers with just one census and links to all necessary forms and paperwork for each carrier. He also wants it to record employer and employee information as they fill out their paperwork, so that we can go back and maybe cross-sell on an individual basis for home and auto.
I still have a few videos to watch and more research to do, but if anyone could point me in a possible direction, I would greatly appreciate it.
 
Have tried other CRMs like Salesforce, Zoho, etc. But to be honest, nothing beats NextAgency (just google it, i think they come up as the first result). I've been using them for months now.

They're the simplest most affordable solution out there, and I like that they are run by a veteran C-Level team. Alan (Katz), formerly of Wellpoint and SeeChange, is their CEO.

- Dan
 
I have been using Zoho and discuss CRM about a year now. I use it in a very elementary way. Nothing fancy. I use it for my Canadian website - Best Casino Online | CasinosRanke | CasinosRanke Just cold calling, appt setting, CB's along with phone app. There are reminders that come up on the screen but when I click on the "reminder", thereby opening a related lead, Zoho auto closes the open appointment. I may want to pause only. I've missed important closing meetings because of not catching this. This one little thing is way too important to overlook. I spend a great deal of time and resources for leads that result in setting that golden appointment and Zoho is messing this up. I will be changing and spending twice as much on salesforce or another product. Zoho is cheap but now I am experiencing the "you get what you pay for" scenario in real life. Bottom line: Zoho is a risk - a big risk unless this gets fixed.
 
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I love Pipedrive. It helps you visually organize your entire pipeline by the "stage" the client is in (stages are customizable). You can view and work your leads from the activity view where you schedule all of your calls, meetings, etc, or the pipeline view where you can see where everyone's at. Very simple and integrates with most dialing software also.

Also, when I'm out in the field, it integrates with Google Maps on my phone to show me where any of my closest leads are so I can doorknock them at any time.
 
What is the best CRM you guys have used to load policyholder info into and cross sell through it?

Salesforce?

Adam Maggio

Microsoft (like everyone else) trails Salesforce in CRM market share and sales, with 6.3 percent and $1.1 billion in 2012 respectively, according to Gartner. Still, the Redmond giant is serious about its Dynamics CRM platform, which has been growing quickly over the last few years. Dynamics CRM is available either on-premise (roughly $5,000 for the server software and around $1,100 per named user) or in the cloud for $65 per month per user.
The big draw for Dynamics CRM is integration with the rest of the Microsoft ecosystem, from Outlook and Office to enterprise resource planning apps like Dynamics GP. And in November, Microsoft finally added mobile support for Dynamics CRM, which now works across iOS devices, Android phones, Windows Phones, and Windows 8 tablets.
Businesses that use Outlook should definitely consider Dynamics CRM, which makes it simple to track email for an account, contact, or opportunity. But some dislike the user interface — particularly for the browser version — because it can be difficult to navigate.


Regards,
Adrian
 

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