What is a CRM?
CRM stands for Customer Relationship Management (CRM) and refers to technology solutions (e.g. software and programs) designed to store, manage and analyze crucial information about clients and prospective clients (leads).
In addition to serving as a database, a CRM provides key functionalities to support lead management, sales pipeline monitoring, marketing campaigns and customer support processes and communications.
A CRM serves as your business hub providing key business processes, tracking and analytics.
Do you have a user limit?
No! Our CRM solutions are available to you whether you are a single independent agent or part of a large agency. Our solutions are scalable and you do not need to upgrade or transfer your plan if your agency grows.
What automations are available?
Our system includes ready-to-use, customizable automations and workflow triggers allowing you to strengthen relationships with your clients.
We offer automated emails and text messages so you can harness the power of post-sale journey engagement.
Is your CRM secure?
Yes! Your data is secured with HIPAA-compliant encryption.
All clients receive Business Associate Agreements (BAAs) outlining our compliance commitments and safeguards.
How long does implementation take?
Our comprehensive system allows you to immediately access our technology solutions. During your onboarding, our system will automatically integrate your information allowing for a seamless transition.
If you are transferring your data from another platform, please contact us and we can assist with importing your data into our system.
I have client data in another CRM, can I transfer it in?
Yes! We can seamlessly import your existing client information into our CRM.
Can I transfer my data if I no longer want to use your system?
Yes, of course. Your data is yours - you can transfer your data and export as needed.
Can I integrate your CRM with other applications?
Yes, our CRM allows you to integrate existing applications including telephone systems, email systems, and social media accounts.
What if I need additional support?
Our team of experts is ready to assist you with your implementation and launch. We also offer additional ad hoc services to assist with further development in areas such as website developing, Search Engine Optimization (SEO), copy writing, application integration, workflow refinement, and outreach campaign development.
Read Our Blog
How to Prepare for a CRM Implementation
Implementing a customized CRM and technology platform can revolutionize your business and sales processes but it can be a daunting task. An effective CRM implementation requires careful planning and execution to ensure a smooth transition whether you're starting new or migrating data from an existing system. In this post, we'll review critical aspects of a successful CRM implementation.
Important Considerations when Integrating Your Telephone Services with a CRM
Integrating your telephone system into your Customer Relationship Management (CRM) system can significantly enhance your ability to manage client interactions and streamline your communication and administrative processes. By merging your telephone system, you can...
Integrated Telephone Solutions: Integrated Twilio vs. LC - Phone
We are excited to share a new integrated telephone system called LC - Phone. This services is integrated directly into the CRM platform and eliminates the need for users to set-up a separate telephone system with a third-party provider.
Innovative CRM Solutions proudly serves agencies and independent agents, providing technology solutions that drive your sales.
Our solutions are not only used by agents - they were built by agents.
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