Less Annoying CRM

Simple Contact Management for Small Businesses

Discover the tool

About

Small business software to manage leads, customer information, contact history, reminders and emails.

Features

Activity Dashboard

Appointment scheduling

Artificial intelligence and machine learning

Calendar Management

Calendar & Reminder System

Call Automation

Call list management

Call Recording

Campaign Management

Contact Database

Contact Management

CRM

Customer and asset matching

Customer Database

Customer Management

Customer Management leads

Customizable Fields

Customizable Reports

Customizable scoring

Data Enrichment

Data import and export

Document Management

Email Management

Email Marketing

Expense Tracking

Forecasting

Instant messaging

Insurance Industry Features

Interaction Tracking

Lead Capture

Lead Distribution

Lead nurturing

Lead qualification

Lead Segmentation

Marketing Automation

Multi-Channel Communication

Opportunity management

Performance management

Pipeline management

Process & Workflow Automation

Prospecting tools

Quotes

Referral Tracking

Relationship Tracking

Reminders

Reports and analytics

Reports & Statistics

Sales forecasting

Sales pipeline management

Sales reports

Segmentation

Shared Contacts

Tagging

Task management

Territory management

Workflow Management

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