ClientTree CRM
UK mortgage and insurance CRM software
ClientTree offers a straightforward CRM + client portal system that simplifies your processes by being client-centric. It is a bespoke system for mortgage and insurance brokers focusing on the UK market, who need a CRM where they can easily see a client's portfolio, add new transactions and source mortgages and insurance deals. Clients can complete the fact find through their client portal on their computer, tablet or mobile phone.
mortgage CRM, software, CRM, SAAS, Customer Relationship Management, b2b, b2c, lead management, contact centre, call centre, finance, financial services industry, insurance, integration, lead conversion, reporting, FCA report, customer engagement, client portal, fact find, online system, cloud-based system
mortgage CRM, software, CRM, SAAS, Customer Relationship Management, b2b, b2c, lead management, contact centre, call centre, finance, financial services industry, insurance, integration, lead conversion, reporting, FCA report, customer engagement, client portal, fact find, online system, cloud-based system
2023
United Kingdom
- Financial-services
- English
Industries
-
Financial-services
Licensing & Deployment
-
Proprietary
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
-
Linux
Support
-
Email
-
Chat
-
Phone
-
EverydaySupport Days
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saturday
- Sunday
Support Time- 09:00 to 17:30 (GMT)
Training
-
Webinar
-
Documentation
ClientTree CRM Core Features
Focus of CRM Feature
- Contact Management
- Collaboration Tools
- Custom Dashboard
- File Management
- Forecasting & Analytics
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Security
ClientTree CRM Pricing
Pricing Type
-
Per User
Preferred Currency
-
GBP (£)
Free Version
-
No
Free Trial
-
30 Days Trial
Payment Frequency
-
Monthly Payment
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Annual Subscription
-
Quote Based
