Need Info on CRM / Contact Management System

[DHK]

I'm not sure if this will fit your needs or not. A lot of L&H agents are using it with great success.

I'm on the verge of releasing v5.0. It's all set to go except for the changes to my website.

The below link will take you to the new upgrade of YIO. Until I get it on my website agents can purchase v4.0 on my website and they will receive v5.0.

http://www.yourinsuranceoffice.com/demo/YIO-5Install.EXE

Give me a call if you have any questions.

Frank,

I've got to tell you that I've downloaded this and I really like it. I think I tried it once before, but I dismissed it because it didn't store documents with the contact (like Act! does). I had it in my mind that my system should have both document storage AND CRM functionality. I read somewhere else that CRM should be different than your paperless office system, so I accepted that.

Your system is fast and easy to use. In fact, it's much like what I wanted to do within Act! myself. If I hadn't had so many database issues with Act, I'd probably stick with it. As such, I can't depend on Act's reliability and need something that just needs to do the job and do it well. I think your software will fit that bill.

Thank you.

(PS. You can send me that endorsement check via paypal. J/K!)

 

[Frank Stastny]

Frank,

I've got to tell you that I've downloaded this and I really like it. I think I tried it once before, but I dismissed it because it didn't store documents with the contact (like Act! does). I had it in my mind that my system should have both document storage AND CRM functionality. I read somewhere else that CRM should be different than your paperless office system, so I accepted that.

Your system is fast and easy to use. In fact, it's much like what I wanted to do within Act! myself. If I hadn't had so many database issues with Act, I'd probably stick with it. As such, I can't depend on Act's reliability and need something that just needs to do the job and do it well. I think your software will fit that bill.

Thank you.

(PS. You can send me that endorsement check via paypal. J/K!)

Thanks.

Hold your breath, the check will be there any second.