LeadOrganizer

LeadOrganizer

LeadOrganizer.net
Radius

Radius

Radius Bob
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • Macaw AMS
    8 Ratings
    Visit Website
  • Jama Connect
    386 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • DrayMaster
    1 Rating
    Visit Website
  • Buildxact
    261 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • Everstage
    3,659 Ratings
    Visit Website
  • EasySend
    28 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website

About

LeadOrganizer™ - Web based customized online agency management and Customer Relation Management (CRM) application (Not an insurance software) for the Insurance industry. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation, and communication tools for life insurance distributors and producers. SFA - LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer's SFA functions are integrated with an enhanced instant term life quoting tool, paramed order, and auto fill applications. Real time quotes for Term Life insurance is a powerful built-in quote engine application. Assess online, get instant quotes to help faster decision-making and improve your sales ability.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance industry

Audience

Insurance companies that need a CRM solution made for insurance agencies

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

No information available.
Free Version
Free Trial

Pricing

$34 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:

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

LeadOrganizer.net
www.leadorganizer.net

Company Information

Radius Bob
United States
www.radiusbob.com

Alternatives

Compulife

Compulife

Compulife Software

Alternatives

Ringy

Ringy

Kovacs Systems
NinjaQuoter

NinjaQuoter

Ninja Technologies
TekRADIUS

TekRADIUS

KaplanSoft
Applied Rater

Applied Rater

Applied Systems

Categories

Categories

Integrations

12Port Horizon
6connect
AgentMethods
AuthControl Sentry
AuthN by IDEE
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass
Wynshop

Integrations

12Port Horizon
6connect
AgentMethods
AuthControl Sentry
AuthN by IDEE
Compulife
FlowUp
Front Rush
Google Workspace
Kamailio
KeyTalk
LibreNMS
LoginTC
Microsoft 365
Netdata
NinjaQuoter
Thinfinity Workspace
Twilio
WWPass
Wynshop
Claim LeadOrganizer and update features and information
Claim LeadOrganizer and update features and information
Claim Radius and update features and information
Claim Radius and update features and information