Where do I find this program?

Jan 22, 2008

  1. CT Insure Guy
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    CT Insure Guy Super Genius

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    What I am in need of here is the following type of product:

    -A program, PC or online based, that includes and organizational/address program to save either customer addresses or copies of leads(possibly allowing import of emailed leads).

    -A daily "task scheduling" section that allows me to enter in daily call backs with notes, etc.

    -A "quote Generator" like Norvax is cool but not required.

    Which of the available products is the best at combining these features for least cost?

    Thanks!
     
  2. salpro22
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    salpro22 Guru

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    OH %#%, here we go again. Get ready Al, Rick, etc.

    Joking aside, I use and love Act, YIO is also a good deal for the money. If you're computer inclined sugarcrm is nice from what I've seen, but it had way to many parts for my liking. Pick you poison.
     
    salpro22, Jan 22, 2008
    #2
  3. Alsky
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    Alsky Guru

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    JR... I think I've heard this somewhere before.
     
    Alsky, Jan 22, 2008
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  4. James
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    James Guru

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    Forget the online stuff and stick with OCS!:D

    Okay, it is now time for Al to bitch about Frank and for either me or someone that will remain nameless (not to point to any one person) to insult Al!
     
    James, Jan 23, 2008
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  5. Newby
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    Newby Guru

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    ACT! 2008 with the QuoteWerks add-on would be a good choice. You can buy ACT 2008 at Staples for $200 minus a $100 rebate.

    QuoteWerks adds on to ACT and costs $239 QuoteWerks by Aspire Technologies

    YIO Your Insurance Office is a good turnkey program to consider also.

    Al has some good ideas for free programs you can adapt but be careful with some of Al's features if you use a sheet-feed scanner. (Just joking AL!)
     
    Newby, Jan 23, 2008
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  6. GreenSky
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    GreenSky Guru

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    3x5 cards.

    'nuff said?

    Rick
     
    GreenSky, Jan 23, 2008
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  7. CHUMPS FROM OXFORD
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    CHUMPS FROM OXFORD Guru

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    How does Quotit compare with Quotewerks? People seem to like Quotit around here. From what I saw, Quotit seems to be a good deal.
     
  8. Guest
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    Guest Guest

    Joking is fine. But it went right past ME! Care to explain? Anyone?

    Al
    (who uses SugarCRM Here is the demo link.)
     
    Guest, Jan 23, 2008
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  9. James
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    James Guru

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    There you go again!:D:mad::SLEEP:
     
    James, Jan 23, 2008
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  10. Newby
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    Newby Guru

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    It's best forgotten.
     
    Newby, Jan 23, 2008
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