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I know there are many threads about CRM and I searched through those but still don't know what where to start so any advise is appreciated.
I have managed to build good book of business almost 2000 clients 60% MA , 30% med supp and the other 10% Final Expense.The Medicare business has been mostly with the same carrier so I have just been using their systems to track my business but know will be contracting with many more different carriers .I know it's stupid not to have my own CRM already but I have procrastinated and also I am not a real techie.
I do not have a website but in the future I may get a web page but for now I just something to track my clients and marketing ,which is mostly referral phone calls , that is fairly easy to use and set up.Having remote access / cloud access on my Samsung galaxy 3 and tablet would be nice. I currently have outlook 2010 on my desktop and laptop but only use it for email purposes.
Any suggestions on what would be a relatively easy platform for me to start and where to get it?
I have managed to build good book of business almost 2000 clients 60% MA , 30% med supp and the other 10% Final Expense.The Medicare business has been mostly with the same carrier so I have just been using their systems to track my business but know will be contracting with many more different carriers .I know it's stupid not to have my own CRM already but I have procrastinated and also I am not a real techie.
I do not have a website but in the future I may get a web page but for now I just something to track my clients and marketing ,which is mostly referral phone calls , that is fairly easy to use and set up.Having remote access / cloud access on my Samsung galaxy 3 and tablet would be nice. I currently have outlook 2010 on my desktop and laptop but only use it for email purposes.
Any suggestions on what would be a relatively easy platform for me to start and where to get it?