Follow along with the video below to see how to install our site as a web app on your home screen.
Note: This feature may not be available in some browsers.
Thanks I'm going to use google sheets & reevaluate after I've sold 10 policies.
Radius.........
For someone getting started there is no need to spend much money on a CRM. How complicated does it need to get for 0-50 clients?
Rick
I agree - you definitely don't HAVE to use a CRM when you are first getting started - I didn't use one right away.
But if you are planning on using one in the near future, why not start with one anyways?
I just checked RadiusBob, its $34 per month for an individual agent and you can cancel anytime ...
Radius | Lead Management + CRM for Insurance Agents | Convert Leads. Manage Clients. Grow Revenue.
LOL! When I first started recruiting I wasn't expecting the influx that I got. My walls, desk, and floor looked similar to this! I probably had at least 200 sticky notes all over the place. It's amazing I was able to keep up with all of it!
Haha! I still have way to many sticky notes!
I really need an actual system, my way works but is too archaic. If/when I get super busy I will lose business. Thinking about something simple that integrates with google/gmail.
----------
Anybody use NetHunt?