Custom - 100021-IAA - SalesPlus CRM - Insurance Agent Edition - copy

Insurance Agent, Custom SalesPlus CRM, Totally Mobile Office Edition

• Client Details
• Company Calendar (Schedule Appointments etc)
• Printing of your Contracts
• Files
• Photo
• User Codes
• Postcards - Postal Mailings Processing for discounts
• Subscribers
• e-Mail History
• More Details
• Real Estate
• NML -New Mail Lists
• Custom Tab A

Standard Options

• Basic e-mail
• E-mail Templates
• FTP Interface
• Caller ID Interface 

License Notes

* The Caller ID option Requires the Caller ID Interface hardware. 

       Note, The Activation of the Caller ID software is included with the purchase of the hardware from RWS.

System Requirements

Internet access and a web browser, optimized for Google Chrome.

A Company Website Required with access to a public file folder for some application options ;

Desktop computer will be better for some set-up options and bulk e-mail services

• Mobile Requirements

• Laptops
• Smartphones & Tablets
• Internet connectivity
• Optimized for Google Chrome.

• Customers have also used
• IE 7+
• FireFox ESR+
• Chrome
• Safari 5+ (OS X)
• Opera 15+

  ___________________________________________________________________________________________________

Purchasing Notes:

• Quantity (Qty)
       Set to “1” (This will set-up your Company's Master Database)
  $70.00 per month / per user / Paid Annually  (3 user minimum)
  
  
• Allowed Users 
       Set to number of users that will need access to the company's Database
  Note: Price listed is for each user, Total Users and Price will displayed before check out. 
  Discounts will automaticlly apply for additional number of users.

• Note: the Maximum Number of User can be changed anytime before the next billing cycle.
  (Just set to 0 to cancel subscription)

______________________________________________________________________