Custom - 100027-IMM - Cycle CRM - Insurance Agent Edition

Insurance Agent Edition, Cycle CRM

• Client Details
• Company Calendar (Schedule Appointments etc)
• Files
• Photo
• User Codes
• e-Mail History
• Custom Tab A

Standard Options

• Basic e-mail
• E-mail Templates

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+

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Purchasing Notes:

• Quantity (Qty)
       Set to “1” (This will set-up your Company's Master Database)
  $40.00 per month / per user / Paid Annually  (2 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)

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