2 Replies Latest reply on Jul 13, 2012 9:06 PM by davidanders

    Life Insurance  prospects/client CRM Templet needed  Windows/OSX

    mikesiegel

      Title

      Life Insurance  prospects/client CRM Templet needed  Windows/OSX

      Post

      I am desperately looking for a templet to manage my leads and clients. Basic perosnal info at first,then type of insurance, name of Insurer, health issues,some financial data. Also an area for notes and remembering to call back would be terrific.

      Im a Financial Advisor specializing in LIFE INSURANCE and ANNUITY sales. ACT and Smart Office are overkill, and they both take too long to enter simple information when I create a new contact. Also the MSFT CRM templet doesnt compare to the Bento & FM Pro templets.

      I spoke to a Microsoft Dynamic CRM specialist. Their templets dont compare to the quality of Filemaker Pro templets. I use PCs (Win7 ) primarily during the day and OSX at night.Please help.

       

      Mike Siegel Laughing

      New Jersey  908-506-1001    mikesiegel@live.com