Needing a Good CRM

[sdiaz]

So, I'm sure there are hundreds of threads about this but I thought I'd ask the question anyway. I'm looking for a reliable, affordable CRM that handles most things with automation for my sub-agency. There are so many out there that it's truly overwhelming. My agency will start off with about three agents including myself. Please help!

 

[Jim Wright]

What lines of business?

 

[sdiaz]

What lines of business?

Medicare advantage and ACA.

 

[Jim Wright]

I like MedicarePro a lot. Some others on the forum have good ones as well

 

[sdiaz]

Thanks, I’ll look into it.

 

[Todd King]

Thanks, I’ll look into it.

Here you go... [EXTERNAL LINK] - LeadStream CRM | Convert More Leads Into Sales

 

[sdiaz]

So I've narrowed it down to Medicarepro and Agent CRM because of price. Agency Bloc caught my attention but it's become pricey and my agency is just started out. And now mp has automation so not bad.

 

[MSLLC]

AgencyBloc has the best integration with other platforms. AllClients.com is a good budget option and has built-in email blast, which I love for targeted drip marketing, etc.

referral link saves $5/mo if you choose to go with it.

AllClients | Easy CRM with Email Marketing & Follow-Up

Designed for very small businesses. Easily manage your contacts, send emails, and put your marketing on auto-pilot.

www.allclients.com