Follow along with the video below to see how to install our site as a web app on your home screen.
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I use Microsoft Word---$0 per month
Having gone through a lot of CRMs when we started our agency (AgencyBloc, Sales Force, Pipe Drive, Zoho), we began using ARC, which is a fairly new one. It starts at free for the basics, and has dozens of other options on the subscription side. Having a database of millions of people to contact, built-in, is a nice money saver on leads and marketing data, too. It's specific for life, health, and medicare agents, as well.
Full disclosure, I know the founder of the company, who is a very successful life and health agency owner herself and got hooked on her vision, as well as the great stuff in the platform she's building.
Your name is on the front page of their website. Sounds like you might have more to do with the company than just knowing the founder.
Yes. I recently helped them do a site redesign, since it's something I do on the side. I used screens from a mock account in setting it up. And I'm happy to help another agent promote a project that's intended to help every agent in the field. If you'd like to discuss my site design skills, I'm happy to do so by message, so we keep the thread on topic.
Your name is on the front page of their website. Sounds like you might have more to do with the company than just knowing the founder.
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I hope the website is not a reflection of the CRM itself.