AgentConnect CRM
www.kragentconnect.com
AgentConnect CRM provides users the ability manage clients and product sales from anywhere one has access to the web. This client had an
existing database which needed to be easily updated and managed by multiple company agents at different locations.
Working closely with their team, we developed a client management system with following features:
- Manage client and product lists.
- Manage agent/client sales lifecycle.
- Office export features for mail-merge marketing.
- Centralized portal and client file management.
- Various reports and statistics.