Apps similar to Customermates include Salesforce. Other options are Bitrix24, Zoho CRM, HubSpot Sales Hub and Pipedrive. You're spoiled for choice with CRM Systems like Customermates: we list more than 50 alternatives for the web, Android, iPhone, iPad and Mac.
Centralizes customer interaction tracking, automates sales activity and renewal logging, streamlines pipeline, policy, claims, and document management, and supports cross-selling, onboarding, integrations, compliance, analytics, and reporting for insurance agencies.
India
Traditional CRMs expect you to log notes, update fields, and draft follow-ups. Instead of bringing you closer to your customers, they drown you in busywork and put you out of touch with what’s actually happening in your company.
United States
SideKik CRM helps small businesses turn more enquiries into paid work, helps organise your follow-ups, to do list, gives you daily leads and growth tasks to get your business seen more online.
United Kingdom
