CRM for Insurance Agnecies
 
Home
Contact Us
Sitemap
 
   

 

  » Services
  » CRM Installation/ Deployment
Home  » Services » CRM Customization  
 
  » CRM Customization
  » CRM Training
  » New Requests

  » CRM Customization

CRM4INSURANCE provide total customization of the CRM as requested by the clients to suite thier business conditions and workflow.

  • Customization on Outlook Homepage layout andCRM folders naming as needed by Client
  • Customization in Administrator module on Products, Value Added services as applicable in the Corporate system in the Client business
  • Customization in Account fields and pages to suite the daily workflow of the Client business
  • Customization in Contact fields and inner pages
  • Reports customization to change existing comprehensive reports or add new reports as needed by Business Development Coordinators.
  • Any external application that can be linked with CRM to pull out CRM information to intergrate with other business systems.

 

 

 

 

 

 
» May I Help You?
Untitled Document
Name
eMail
Phone
Message