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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$27 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$34 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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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
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not Supported
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Integrations
12Port
Not Supported
6connect
Not Supported
AdmitHub
Not Supported
AgentMethods
Not Supported
AuthControl Sentry
Not Supported
AuthN by IDEE
Not Supported
Barracuda SSL VPN
Not Supported
Compulife
Not Supported
Front Rush
Not Supported
Google Workspace
Not Supported
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Integrations
12Port
Supported
6connect
Supported
AdmitHub
Supported
AgentMethods
Supported
AuthControl Sentry
Supported
AuthN by IDEE
Supported
Barracuda SSL VPN
Supported
Compulife
Supported
Front Rush
Supported
Google Workspace
Supported
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