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Empowering Insurance Sales Agents, with a growth hack CRM

A Platform built to empower your sales team. With Lead Management, Task and Activities, Product creation along with inventory, Lead Scoring,Workflow, Quote process , Invoice Process, Social CRM, Territory Management, Team Work, Kanban board, reports and dashboards. Robo CRM enables sales team to quickly prioritize work to help reach goal.
Inversions Lab
Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs

Media

Robo CRM Core Features

Focus of Lead Management Feature
  • Campaign Management
  • Contact Management
  • Email Integration
  • Lead Distribution
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
Focus of Marketing Automation Feature
  • Analytics/ROI Tracking
  • Email Marketing
  • Landing Pages
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting
Focus of Sales Force Automation Feature
  • Campaign Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Performance Metrics
  • Sales Forecasting
  • Workflow and Approvals
Focus of Lead Generation Feature
  • Landing Page Builder
  • Lead Capture
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Pipeline Management
  • Prospecting Tools
  • Operations Management

Robo CRM Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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