Oct 9, 2024 #2 nickberry New Member 1 Des Moines There's no CRM that's going to connect to your AMS for less than $150 a month, I would recommend AgencyZoom for the majority of P&C agencies.
There's no CRM that's going to connect to your AMS for less than $150 a month, I would recommend AgencyZoom for the majority of P&C agencies.
Oct 18, 2024 #3 Tampa Bay Rep Guru 100+ Post Club 603 Here are some of the best CRM options under $80 per month that are suitable for a Property and Casualty (P&C) insurance office: HubSpot CRM Pricing: Free for basic features; paid plans start at around $50/month. Features: Contact management, email tracking, pipeline management, and reporting. Great for small teams. Zoho CRM Pricing: Plans start at $14/user/month, with a standard plan at $23/user/month. Features: Customizable dashboards, lead management, sales automation, and multi-channel communication. Freshsales Pricing: Starting at $15/user/month; the Growth plan is $39/user/month. Features: Lead scoring, email tracking, built-in phone, and integration with other Freshworks tools. Insightly Pricing: Starts at $29/user/month. Features: Project management, relationship linking, and custom reporting tailored for small businesses. Pipedrive Pricing: Plans start at $15/user/month; the Essential plan is $18/user/month. Features: Visual sales pipeline, goal tracking, and customizable workflows. Nimble Pricing: Approximately $25/user/month. Features: Social media integration, contact management, and communication tracking.
Here are some of the best CRM options under $80 per month that are suitable for a Property and Casualty (P&C) insurance office: HubSpot CRM Pricing: Free for basic features; paid plans start at around $50/month. Features: Contact management, email tracking, pipeline management, and reporting. Great for small teams. Zoho CRM Pricing: Plans start at $14/user/month, with a standard plan at $23/user/month. Features: Customizable dashboards, lead management, sales automation, and multi-channel communication. Freshsales Pricing: Starting at $15/user/month; the Growth plan is $39/user/month. Features: Lead scoring, email tracking, built-in phone, and integration with other Freshworks tools. Insightly Pricing: Starts at $29/user/month. Features: Project management, relationship linking, and custom reporting tailored for small businesses. Pipedrive Pricing: Plans start at $15/user/month; the Essential plan is $18/user/month. Features: Visual sales pipeline, goal tracking, and customizable workflows. Nimble Pricing: Approximately $25/user/month. Features: Social media integration, contact management, and communication tracking.