RadiusRadius Bob
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Related Products
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About
Meetings, mails, calls or internal notes. Log it all in the system. Store generated or uploaded documents. Complete history of cooperation you will find in one place. Help yourself and coworkers with high quality service. You don’t have to adapt the organization to the app, introduce your own solution. Adjust the forms and work with worked-out solutions. Centrally shared information helps avoid duplication. Information can be tagged and segmented. Define what details are crucial to fill in. Written down data you can filter and collate in reports. Garner information for better understanding of clients preferences. Send apropriate quotes in the most relevant moment. Managing business relations was never that simple.
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About
CRM for insurance agencies. Never Lose a Lead or Client again because of misplaced information, hard drive crash, corrupted spreadsheet or a tipped over file cabinet. Organize and Manage all of your Leads & Clients with Radius. An all-in-one Solution for your Agency. No need for a separate email marketing software, use Radius to send Auto Responders, Drip Marketing, Mass Emails & SMS/Text Messages. Every Radius Lead & Client has its own history, reminders & tasks, notes, information, and file storage. Also using the Radius Dropbox helps keep your organized by automatically importing emails. Integrate Radius with how you do Business. Define Custom Form Fields, Lead Temperatures, Client Status and more. Ingrate Radius with your website, quote engine, lead vendor or third party app.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
CRM solution for organizations
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Audience
Insurance companies that need a CRM solution made for insurance agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$27 per month
Free Version
Free Trial
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Pricing
$34 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHelmdeck
Founded: 2015
Poland
helmdeck.com
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Company InformationRadius Bob
United States
www.radiusbob.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
6connect
AdmitHub
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
Kamailio
KeyTalk
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Integrations
6connect
AdmitHub
AuthControl Sentry
AuthN by IDEE
Barracuda SSL VPN
Compulife
Front Rush
Google Workspace
Kamailio
KeyTalk
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