MergeWare CRM

MergeWare CRM

J&J Technology Consulting
QuoteBreeze

QuoteBreeze

QuoteBreeze.com
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About

Manage client information with a simple-to-use interface. Maintain client/vendor history, from phone calls/emails to any action performed. Track incoming or outgoing payments, as well as create invoices! Have reports available such as Aging in/out, Invoices, Client History, plus any customized report that you may need, all the while keeping it organized to each client. Additionally, an Insurance Module is available to track QuickQuotes by the client and be able to instantaneously reproduce them by linking to your existing or customized QuickQuote. As well, this can interface with existing TIFA applications or any other.

About

QuoteBreeze makes it easy and inexpensive for individual insurance agents to offer their clients technology which is competitive with that found on the websites built by the leading online players in the insurance industry. Then you need one! If you've spent any time online, then you know that your existing and prospective clients are continuously bombarded with offers for online insurance quotes. If you don't provide these people with an opportunity to interface with you online, they will be tempted to go elsewhere. QuoteBreeze let's you create an attractive, easy-to-use and powerful website instantly, just by filling in an online form! There is absolutely no need to know HTML or programming or to worry about web hosting or technical details. You can make changes to your website at any time, and the modifications will appear instantly!

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

CRM solution for organizations

Audience

Agencies looking for a powerful Insurance solution that helps build their website

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

$19.95 per user 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

J&J Technology Consulting
Founded: 2007
United States
www.jjtechnologyconsulting.com

Company Information

QuoteBreeze.com
www.quotebreeze.com

Alternatives

Alternatives

QuoteClick

QuoteClick

QuoteClick.com
Intellistant

Intellistant

Infolink Technologies Pvt.Ltd
Radius

Radius

Radius Bob
InsureCert

InsureCert

InsureCert Systems
NO-CODE CRM

NO-CODE CRM

No-Code Systems
Applied Rater

Applied Rater

Applied Systems
LeadOrganizer

LeadOrganizer

LeadOrganizer.net

Categories

CRM

Categories

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

Integrations

No info available.

Integrations

No info available.
Claim MergeWare CRM and update features and information
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