Free CRM for insurance agents
As an insurance agent you have more leads than you can remember. But you know that every one is important, because they could be a sale. That recurring revenue is there, it’s just hidden in that list of prospects. Our free CRM for insurance agents helps you sort through that list, keep notes on the people you call, and has your back as you try to make that sale.
Tasks In CRM
Our online CRM lets you keep detailed to-do lists for every customer. You will know how soon you need to deliver their projects, and any special requirements they asked for. Tell your team how far along in your sales process each customer is and what still needs to be done.
Leads Kanban Board
Kanban boards let you optimize your work and company efficiency. Add leads to them to know exactly where each prospective customer is in your sales process. Separate fresh leads from recurring customers. Know who to follow up on and what part of your funnel can be improved.
Lead & Contact Management
Use our lead and contact management to keep detailed information on every possible customer. Know how far along in the sales process they are and who needs to be followed up on. Keep your customers happy and never forget to try a lead.
Events & Follow Ups
Create tasks for you or your team. These can range from important meetings to any little job. Flowlu reminds you that they’re coming up, and gives you enough notice to be prepared. Set reminders to get smaller jobs done or follow up on leads.
Sales Funnels and Reports
Flowlu will analyze your sales and financial data as soon as you plug it in. You’ll receive several reports on the efficiency of each stage of your sales funnel. Know where you’re losing prospects and where your team can improve.
Invoices Through The CRM
Use our CRM’s invoice feature to bill your customer directly from Flowlu. Use the cloud to organize invoices that still have to be paid from fulfilled ones. Never lose another invoice again. Have everything available online 24/7 for easy access.
Web Forms For Lead Generation
Web forms let you turn your site’s visitors into leads. Gather information on prospective customers, and let visitors give feedback about your website. Web forms give customers the ability to leave you requests and comments. The more data you have, the easier it is to optimize your sales process.
Multiple Contact Relations
Flowlu’s contact management let you keep all your important client data on the cloud. Know exactly who each contact is, who he works for, and what projects or services you need to deliver to him. Have everything available for you and your team 24/7.
Multiple Sales Pipelines
Our multiple sales pipelines let you separate your sales by workflow or product. Have a different process for different customers, markets, or projects. Compare each and see which one is being the most effective.
Using automation rules, it is no longer necessary to manually set the follow-ups or create tasks for your team. Instead, you can configure Flowlu to run your processes automatically, guaranteeing no vital steps are forgotten.
Integrate Your Email
Connect your mailbox to Flowlu and send emails to your clients directly from your account. Associate your messages to tasks, contacts, projects or opportunities and track your customer interaction in one spot. Activate open and click tracking to assess the performance of your emails.
Why businesses love Flowlu?
An Overall Excellent Product
Flowlu is one of those products that delights with every click on a new feature. I generally don't trust apps that try to be all things, but Flowlu is well designed with business needs and the end user in mind. I can honestly say I read every comparison I could find because making a change is a very big deal. The race was tight, and what he... Read more
Comprehensive solution for project management and CRM
Flowlu is a comprehensive solution for project management and CRM software. Especially when you don’t want to have a dozen separate systems and drown in integration efforts. The interface is easy to use, and there are some amazing features, such as fully automated task flow inside the system itself. It also has enough customization capabilities ... Read more
Flowlu allows businesses to manage projects from anywhere.
This software is great!! So easy to enter information and schedules. This solution keeps me very productive! I have a tendency to try to tackle too much at once and end up with an overwhelming number of unfinished tasks. I like the fact that I can share the tasks and lists with anyone just by using their email addresses. Read more
Flowlu is easy to grasp out of the gate. The UI/UX is way better than anything else I've tried. What I like most is everything! Flowlu has really thought things through and is looking even brighter for the future! Just take a look at their roadmap and you'll be nothing but impressed. They have a free trial period. I highly recommend yo... Read more
I just love it!
My company was looking for a CRM/Project Management/Client Portal and I immediately recommended Flowlu (I discovered it in my previous job and was seriously impressed). They were quick to implement once they saw what it could do, and they looked at lots of other software. It really does everything very, very well. They're improving all the ... Read more
Pumped about Flowlu
I was looking for a viable platform that would make my business more profitable and easier to run and manage to meet my requirements for a very long time. Some platforms offer similar functions to Flowlu but Flowlu offers speed, performance and overall product quality. I am implementing and testing the platform now in several companies that I ru... Read more
Integrate with your favorite tools
Connect your existing apps and workflows with pre-made integrations