
What is it all about?
At Cloudia, we are very passionate about
productivity and ease of use. Therefore, we are focused on remaining the very best CRM for the insurance industry.
Our team believes in quality of life in and out of the workplace. Therefore, we help you find time, increase customers and income, retain customers and save money.
Video
Video & screenshots
screenshots
Who is it for?
Key Features
• CRM (Customer Relationship Management) • Drip Marketing (unlimited Automated E-mail Campaigns) • Lead Tracking • Quote Engine • Shared Folders (Ideal for Call Centers) • Automatic Commission Calculation System • Unlimited Management Hierarchal System • Predictive Dialer and Soft Phone • Customize Your Data View • Google Calendar sync • Unlimited templates • Unlimited customers/leads • Much more
Benefits
• Organize your leads • Automatically send announcements, notifications, birthday greetings, newsletters, etc., with no limits or restrictions • So easy you can create marketing campaigns in a minute or two • Know which lead source is making or costing you money • Save $100 or more per month with built in Quote Engine • Save hundreds to thousands monthly in accounting fees • Customize your own management and commission levels • Create an unlimited number of email templates • Workflow one or thousands of leads in about 5 to 10 seconds • Safe and Secure system • Free Technical Support • Free Training • No setup fees • Management and other useful reports • Marketplace to buy leads and other products at reduced costs • Simple to learn and use (minimal learning curve) • Convenience of no longer having to telemarket (calls come to you from automated emails or if you use the dialer) • Shared folders (work leads as a team; have your own call center; have your own customer service center) • Integrated predictive dialer ($35 per mo. +$.03 per minute) so it will make calls for you • Integrated soft phone ($35.95 per mo.) so leads will pop up on the screen when they call and you click on their number to call. • Sync calendar with Google Calendar • And More
Pricing
Description
We offer a free 15 day trial
Pricing is $29.95 per user per month
Optional Predictive Dialer $35 + $.03 per min.
Optional Soft Phone $35.95 per month
Special pricing and offers for groups
Integrates With

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