CONTACTfile

CONTACTfile

BarnData
TL LeadManager

TL LeadManager

TargetLeads
+
+

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About

CONTACTfile CRM is your 'contact file'. It serves as your very own CRM solution. Entirely developed in the UK, it caters to contact management for small businesses. With CONTACTfile you'll have CRM tools at your fingertips; you'll be able to keep and find details of your contacts whether at home or work, be reminded to do things, import and export your data, and many other things! Have you ever wanted to find out how to get in touch with someone you know? Of course, you have, but where do you look? Many people will use their phones, and their emailing program, and some will have a pocket full of business cards; this is obviously far from ideal. If you are a contact manager, ask yourself if you could do it better. Would you be able to be more efficient in your work if you had a contact manager program? If the answer is "Yes", then you probably you need a business customer-relationship management (CRM) system!! All businesses that mean business use CRM systems.

About

TL LeadManager® is our lead management system designed exclusively for Life and Health Insurance Agents. Managing your Medicare Supplement, Long Term Care, Final Expense and Annuity leads has never been easier. If you don't have or don't love your current lead/contact management system, you need to check out TL LeadManager. This feature rich, easy to use contact management system, CRM, is designed to minimize the time you spend working leads and maximize your selling time. Reduce your paperwork, be more organized than ever before and start selling more policies. Used in conjunction with TargetLeads® we can make your direct mail marketing efforts as seamless as possible. Whether using Turning 65 lists for Medicare Supplement or any other kind of insurance leads, TLLM will allow you to manage, follow-up and run reports on all of your campaigns.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a solution to improve their contact management operations

Audience

Health and life insurance companies looking for a Contact Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 one-time payment
Free Version
Free Trial

Pricing

$40 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BarnData
Founded: 2006
United Kingdom
www.contactfile.co.uk

Company Information

TargetLeads
Founded: 1985
United States
www.targetleads.com

Alternatives

Alternatives

Insureio

Insureio

Insureio Technologies
DejaOffice CRM

DejaOffice CRM

CompanionLink Software
i-underwrite

i-underwrite

Intelligent Life Technologies Limited
IXACT Contact

IXACT Contact

Elm Street Technology
InsureEdge

InsureEdge

Damco Solutions

Categories

Categories

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

No info available.

Integrations

No info available.
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