CRM Lead Management System
Web based solution for managing sales Leads. Tracking potential customers made easy with ICLM. Manage documents and track leads from anywhere with internet access.
Effortlessly manage, track, distribute leads to sales agents with ICLM. You can Setup campaigns, score leads, schedule email broadcasts.
Using
advanced search module you can filter specific leads and send email
blast to all filtered leads with one click
ICLM is a hosted solution - Sales reps can work from anywhere with internet access.
Ideal for in-house agents and global independent agents or call centers to work together using one solution
List of some industries that can use ICLM:
Following industry list
does not include all the industries that ICLM can be used, please let us
know your specific requirements and we'll customize the system to meet your
specific needs
Health Insurance, Call Centers, Sales Agents, Insurance Sales Agents & Agencies, Real Estate Agents & Brokers, Mortgage Brokers, Lenders, Automobile Sellers.
- Send mass personalized email to Leads using Filter search
- Schedule email runs
- Keep Personal notes (My notes)
- Unlimited Lead notes
- Using Activity Module users can communicate with each other, keep tracks of issues/tasks (Group collaboration)
- Using My Reminder module users can store unlimited reminders
- Notice board Module - Admin can send instant notices to all users
- or use Activity module to communicate with Groups or individuals Users/agents and keep track of Activities
- Ideal for single user to Multiuser environment.
- No need to change the system as organization grows
- Fully paper less lead management system.
- Store Documents
- Collect Leads from Web , Excel or data entry (Unlimited Campaign)
- Automated unsubscribe module allows prospects to opt-out from mailing list
- More..
Carrier pricing can be pre-set so that agents can simply select Carrier - Policies and pricing will auto populate.
Setup Unlimited carrier - product pricing
This unique feature enables ICLM system to be used as multiple Lead management tool , (Motor Insurance, Home Insurance etc)