An insurance CRM that keeps clients coming back.
Provide the best possible experience to secure lifelong clients.
Focus on the most important areas.
With a streamlined workflow, you can concentrate on following up with leads, making sales, and building relationships. Everything else is easy to take care of within the user-friendly CRM—from calling and SMS to email sequences, and more.
Empower every agent and broker to achieve fast-paced output.
With everything in one centralized location, anyone can provide the answer to a client’s request. There’s no need to spend hours jumping between channels, devices, and various tools. Use the extra time to write quotes instead!
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Easy, hassle-free renewals.
Communication is essential to establish lasting relationships. The same goes with your clients. With email automations, you can easily share updates or ask for referrals, while also keeping an eye on who brings you business.
Expert support from expert CRM specialists.
At Pipeline.so, we take pride in your success. We are always on hand to guide you in setting up your CRM to achieve maximum results. Whether you need technical support, training, or anything else, you can count on our team to always be there.
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Up and running in no time.
Pipedrive.so has been carefully created to be as user friendly as possible. This is no more evident than at the very beginning. As soon as you sign up, you can easily transfer all our data into our system. And with our LeadGenerator app, you can keep going even when you’re on the road.