The Pipedrive insurance CRM platform is an ideal solution for agents, enabling them to deliver a high-level customer experience and create digitalized workflows.
Features
A/B Testing
Accounting Integration
Activity Dashboard
Agent Management
Appointment Management
Appointment scheduling
Artificial Intelligence & Machine Learning
Audio and Video Recording
Audio File Management
Automated Responses
Autoresponders
Batch Communications
Behavior Analysis
Benefits Management
Business Process Automation
Calendar and Reminder System
Calendar Management
Call Automation
Call List Management
Call Recording
Campaign Analysis
Campaign customization
Campaign Management
Campaign scheduling
Canned Responses
CAN-SPAM Compliance
Chat and Messaging
Chatbot
Collaboration Tools
Commission Management
Communication Management
Complaint Tracking
Contact Database
Contact Management
Content Library
Contract/License Management
Conversational Intelligence
CRM
CRM Integration
Customer and Asset Matching
Customer Database
Customer Experience Management
Customer History
Customer Management
Customer profiles
Customer Segmentation
Customer Support
Customizable Fields
Customizable Forms
Customizable reports
Customizable Scoring
Customizable Templates
Dashboard
Data Enrichment
Data Extraction
Data Import & Export
Data Visualization
Document Management
Donor Management
Drip Marketing Campaigns
Ecommerce Management
Email Management
Email Management Employees
Email Marketing
Email Tracking
Engagement Tracking
Event Actions
Event Management
Expense Tracking
Feedback Management
Forecasting
For organizations and sales teams
For Sales/Marketing
Fundraising Management
Goal Setting/Tracking
Heatmaps
Instant Messaging
Insurance Industry Features
Intent recognition
Interaction Tracking
Keyword Tracking
Landing Pages & Web Forms
Lead Distribution
Lead Entry
Lead Management
Lead Notifications
Lead Nurturing
Lead qualification
Lead Scoring
Lead Segmentation
Lead Sharing files
Lead Verification and Validation
Listing Management
Loyalty Card
Marketing Automation
Merchandise Management
Mobile Access
Modeling & Simulation
Multi-Channel Communication
Multi-Channel Social Media Integration
Multiple Locations
Natural Language Processing
Negative Feedback Management
No-Code Development
Online Forms
Opportunity Management
Order Management
Page View Tracking
Patient Communications
Performance Management
Performance Measurement
Personalization
Pipeline Management
Pre-configured Bot
Predictive Modeling
Process & Workflow Automation
Project Management
Project Tracking
Project Tracking Site Searches
Prospecting Tools
Purchase Order Management
Query Suggestions
Quotes
Real-Time Notifications
Referral Tracking
Relationship Tracking
Reminders
Report and history Chats
Reports and analytics
Reports and statistics
Retail Inventory Management
Returns Management
Sales Approval
Sales forecasting
Sales Operations Management
Sales Pipeline Management
Sales Planning
Sales reports
Scheduling
Segmentation
Sentiment Analysis
Shared Contacts
SMS Messaging
Social Media Tracking
Statistical Analysis
Subscriber Management
Support for multiple languages
Support Ticket Management
Survey Management
Tagging
Task Management
Template Management
Territory Management
Third-Party Integrations
Time on Site Tracking
Transfers/Routing
Trend Analysis
User Interaction Tracking
Virtual Assistant
Visual Analysis
Voice recognition
Volunteer Management
Web traffic reports
Workflow Management
WYSIWYG Editor
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