ClientCircle

Every opportunity deserves a clear process.

Our newest blog post shows how sales and service pipelines in ClientCircle help your agency track work from start to finish—without juggling tools or losing visibility.

With customizable pipelines, you’ll manage more opportunities, serve more clients and close more business with less work on your part.

You can:
• Build unlimited sales and service pipelines for your agency
• Customize pipeline stages to match your unique processes
• Manage opportunities and service requests in one simple flow
• Visualize pipelines in table, panel or calendar layouts
• Spot issues and keep work moving without delays

Read the full post:
https://www.clientcircle.com/blog/insurance_sales_and_service_pipelines_made_simple_in_clientcircle

Insurance sales and service pipelines made simple | ClientCircle See how sales and service pipelines in ClientCircle help insurance agencies track opportunities, manage service requests and keep work moving in one place.

Inbox sync is coming soon to ClientCircle!

In our newest blog post, we explain how this upcoming feature will help your team see every prospect and client conversation in one organized place—without changing how you already use your email.

Inbox sync will:
• Connect Gmail or Microsoft Outlook directly to ClientCircle
• Automatically tie emails to the right contacts and accounts
• Choose how to send emails to ensure the best delivery rate while protecting your email reputation
• Keep a full history of conversations for your leads in one place

Read the full post here: https://www.clientcircle.com/blog/bring_your_agencys_email_and_clientcircle_together_with_inbox_sync

Bring your agency’s email and ClientCircle together with inbox sync | Insurance marketing blog | ClientCircle Inbox sync connects your agency’s Gmail or Outlook accounts to ClientCircle so every email is tied to the right contact. See how it helps your team stay aligned, improve communication and keep all client conversations in one place.

Your agency isn’t one-size-fits-all. Your CRM shouldn’t be either.

In our latest blog post, see how the new customizable interface (coming soon to ClientCircle) will help you shape every screen, field and view to match the way your team works.

With the new update, you'll be able to:
• Adjust fields, filters and labels to fit your agency
• Switch between table, card and calendar layouts
• Create personalized dashboards with the information that matters most
• Give your team a CRM that looks and works their way

Read the full post: https://www.clientcircle.com/blog/customize_your_crm

Customize your agency’s CRM | Insurance marketing blog | ClientCircle Give your team a CRM that works the way your agency works. Customize views, fields, filters and layouts across ClientCircle to streamline workflows, boost productivity and create a workspace that fits your process.