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Robo CRM

Empowering Insurance Sales Agents, with a growth hack CRM

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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.
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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows
  • Mac

SUPPORT

  • Chat
  • Phone

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Robo CRM Core Features

Lead Management

  • Campaign Management
  • Contact Management
  • Email Integration
  • Lead Distribution
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management

Marketing Automation

  • Analytics/ROI Tracking
  • Email Marketing
  • Landing Pages
  • Lead Management
  • Sales Intelligence
  • Search Marketing
  • Segmentation and Targeting

Sales Force Automation

  • Campaign Management
  • Contract Management
  • Customer Communications
  • Email Marketing
  • Lead Management
  • Performance Metrics
  • Sales Forecasting
  • Workflow and Approvals

Lead Generation

  • 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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