Odoo

Odoo

Odoo is an open-source suite integrating CRM with various business apps. For insurance, it provides dashboards, alerts, contact & lead management, quotes, analytics, pipeline tools, and integrations. Odoo simplifies policy tracking, client data management, and deal closure. Its modular design allows agencies to scale at their own pace, ensuring streamlined workflows, accurate insights, and improved client satisfaction.

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Activity Dashboard; Alerts/Notifications; Contact Management; Lead Capture; Lead Management; Quotes/Estimates; Reporting/Analytics; Sales Pipeline Management; Third-Party Integrations

Keap

Activity Dashboard; Alerts/Notifications; Contact Management; Lead Capture; Lead Management; Quotes/Estimates; Reporting/Analytics; Sales Pipeline Management; Third-Party Integrations

Activity Dashboard; Alerts/Notifications; Contact Management; Lead Capture; Lead Management; Quotes/Estimates; Reporting/Analytics; Sales Pipeline Management; Third-Party Integrations

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