Radius

Radius

Radius Bob
+
+

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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.

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.

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

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

Audience

CRM solution for organizations

Audience

Insurance companies that need a CRM solution made for insurance agencies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$27 per month
Free Version Not Supported
Free Trial Supported

Pricing

$34 per month
Free Version Not Supported
Free Trial Supported

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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • #1- Helps to engage with customers and capture business leads. #2- Account-based marketing for business. #3- Analytics graph with comparing option to compare with past data.

Cons

  • #1- Overall positive experience with the Radius platform.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Helmdeck
Founded: 2015
Poland
helmdeck.com

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Alternatives

Ringy

Ringy

Kovacs Systems
SpinOffice CRM

SpinOffice CRM

Mulberry Garden
TekRADIUS

TekRADIUS

KaplanSoft
Radius

Radius

Radius Bob

Categories

CRM Supported

Categories

CRM Supported
Insurance CRM Supported

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

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
Kamailio Not Supported
KeyTalk Not Supported
LoginTC Not Supported
Microsoft 365 Not Supported
Netdata Not Supported
NinjaQuoter Not Supported
Thinfinity Workspace Not Supported
WWPass Not Supported
Wynshop Not Supported

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
Kamailio Supported
KeyTalk Supported
LoginTC Supported
Microsoft 365 Supported
Netdata Supported
NinjaQuoter Supported
Thinfinity Workspace Supported
WWPass Supported
Wynshop Supported
Claim Helmdeck and update features and information
Claim Helmdeck and update features and information
Claim Radius and update features and information
Claim Radius and update features and information