NetSuite CRM

NetSuite CRM

NetSuite
RiskMatch

RiskMatch

Vertafore
+
+

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About

Redefine and elevate your customer relationships with NetSuite CRM+. A complete, front-office solution for today's modern businesses, NetSuite CRM+ provides users a 360-degree view of their customers in real time. It offers a wide range of capabilities to ensure a a seamless flow of information throughout the customer lifecycle--from lead, through sales order and fulfillment, to renewal, upsell, cross-sell, and support. It also integrates with leading accounting, ecommerce, warehousing and shipping applications.

About

With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band.

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

Small to mid-sized businesses in need of a complete CRM solution

Audience

Agents and brokers looking for an insurance analytics solution to improve their services

Support

Phone Support Not Supported
24/7 Live Support 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

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not 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:

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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

Pros & Cons from Real Users

Pros

  • NetSuite has represented a great solution for our work, it has allowed us to automate different boring and slow administrative tasks, making every important aspect of our work much more agile and efficient. It perfectly meets the requirements of our department, adapting to the regulations and allowing us to work within that framework, both as an external and internal auditor, providing revenue recognition in accordance with the regulations and control of permits, restricting each role to no more than its compatible functions. . Another of the strengths is its constant evolution, we always have extensive updates that allow us to cover more and more different work aspects that we did not do before, it helps us improve our work. That it is based on the cloud gives us even more peace of mind, so we know that it will not take up space on our devices, our information will be safe and that the storage space to manage our work is quite large. It contributes significantly in the accounting part, managing multiple books, inventory auditing and even processing orders and supervising the production chain, managing this from the front page gives us a much more complete and automated perspective of our work. It is also an excellent space to develop CRM work, it contributes with the ideal tools, being the solution to enhance the most intimate relationship with our clients.

Cons

  • I only have two important points that do not convince me: The reports are not exhaustive, they do not provide the detail I need, they are not very dynamic, and they do not allow us to expand and develop everything that we need to capture in them. The costs could be adjusted a little more for the service packages, we buy a package that offers tools that we use but others that we do not use, so we feel that we are paying for more than what we need, being able to customize what we want in our plan would be friendly.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

NetSuite
Founded: 1998
United States
www.netsuite.com

Company Information

Vertafore
Founded: 1985
United States
www.vertafore.com/products/insurance-analytics-tool/riskmatch

Alternatives

FDM4

FDM4

FDM4 International

Alternatives

Insurance Analytics Suite

Insurance Analytics Suite

Pentation Analytics
C2CRM

C2CRM

Clear C2
LionO360

LionO360

LionOBytes
NexJ CRM

NexJ CRM

NexJ Systems Inc.
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

CRM Supported
Insurance CRM Supported

Categories

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Integrations

Act-On Supported
AlchemyTMS Supported
AuctionSoftware.com Supported
Boomi Supported
Boss Insights Supported
Box Supported
DataLakeHouse.io Supported
DataMatch Supported
Dataddo Supported
Dcycle Supported
Flowgear Supported
Fusion Connect Supported
GA Connector Supported
Gmail Supported
Google Workspace Supported
QuanticMind Supported
SAP SuccessFactors Incentive Management Supported
UKG Pro Supported

Integrations

Act-On Not Supported
AlchemyTMS Not Supported
AuctionSoftware.com Not Supported
Boomi Not Supported
Boss Insights Not Supported
Box Not Supported
DataLakeHouse.io Not Supported
DataMatch Not Supported
Dataddo Not Supported
Dcycle Not Supported
Flowgear Not Supported
Fusion Connect Not Supported
GA Connector Not Supported
Gmail Not Supported
Google Workspace Not Supported
QuanticMind Not Supported
SAP SuccessFactors Incentive Management Not Supported
UKG Pro Not Supported
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Claim NetSuite CRM and update features and information
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