Good CRM for Final Expense

Discussion in 'Final Expense Forum' started by springbokhouston, Oct 31, 2015.

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  1. Bod
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    Bod Active Member

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    What insurance-related custom fields do y'all have in your CRM or (what headers do you use in your) spreadsheet?
     
  2. Broker4Ever
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    Broker4Ever Well-Known Member

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    Pipedrive is by far the best CRM for a lead driven business like Final Expense. It has all the integrations and bells and whistles too. For $12 a month it's a steal. Highly recommended.

    Get two months for free with no credit card required by clicking this link: https://www.pipedrive.com/tafe/kruzichinsurance
     
    Last edited by a moderator: Oct 8, 2017
  3. scottlyscott
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    scottlyscott New Member

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    If you haven't went with anything yet you should look into Cloudia Assistant because it brings business to you. Even if you are using another CRM, get Cloudia too because Cloudia will bring you business.
     
  4. InsBroker1
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    InsBroker1 Member

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    I have access to Cloudia through one broker I use. Can you explain how it brings you more business?

    Thanks

     
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