lifesales2009
Expert
- 37
I need help. I just started with Mass - got my 5 and $2500 in and now I need to get my "office" in order. I need something to track my clients, basically a CRM / Contact Management System so I can store their info etc in it. From the different posts, I have been reading that it really depends on what I am looking to use it for is important in choosing a correct program. Here is my needs: I used to work for Northwestern Mutual and they have a system called the Network Connection and I want my new system to act as it did. I want to store clients basic information in the program, have a place to put case notes for each meeting and also have the ability to run reports on the clients based on the info I put in, such as birthday reports etc. Also, I am not sure if any program can do this, but tie my MAss Mutual contracts with it so that I can run reports on a client, for instance "All Policies Report" so that it shows me on one page what they have with me such as death benefit all policy numbers, cash value totals, etc. But not sure if this is possible. Need help ASAP! thanks in advance.