Automate365 is a sales-CRM that helps agencies streamline the processes for managing their interactions with customers and prospects at all stages of the sales funnel, building customer relationships while improving customer service, sales and increasing profitability and business growth is stimulated.
Automate365 is best for insurance agents, insurance agencies, insurance agencies and independent P&C agents. This software is based on SaaS web and can run in the cloud but does not have a version that can be installed on PCs and mobile phones.
Software support twenty-four hours a day, seven days a week via
The help section of the software exchanges emails with the support section of the software.
Automate365 training for users takes place through in-person training and online training services. Also, the user can learn more about working with the software by participating in educational webinars and watching educational videos. This software has a free trial version that the user can use to test the software and, if satisfied, buy the full version.
Automate365 features include: calendar and reminder system, email marketing, lead generation, marketing automation, mobile access, social media integration, and task management. You don't have to do all these things. Your customers will love the ability to issue their own certificates.