CRM in the insurance industry made simple with monday.com
When it comes to a CRM system, Monday.com is a flexible CRM solution that can manage the entire customer lifecycle within the insurance industry. It’s easy to use and takes minutes to set up.
Why choose Monday.com
The software can capture leads from a variety of sources and give a 360-degree view of your customers with full communication history. this is particularly helpful when it comes to managing new client data as well as claim submissions.
monday.com makes it really easy to manage your clients, projects, services, email marketing and support tickets as everything can be done using the same platform.
Need to know the status of a claim or how a team member is progressing with a client agreement? No problem, simply open your dashboard, select the task and view the status quickly and easily.
If you’re looking for an easy to set up and use platform that can be customized to meet the needs of your business, you’re in the right place. It’s time to foster a collaborative, digitally-driven workspace. It’s time to discover Monday.com.
Sign up to monday.com South Africa – Activation or Trial Link and track time with monday.com South Africa.
Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.
Book a call for monday.com Pro Services in South Africa and Africa
Once you have an active account Syscor can assist with a full consulting and professional services stack, including:
- Process design
- Workflow design
- Workspace builds
- Board builds
- App integration
Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com. Thus making us very experienced. Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.
Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services. We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.
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