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1 Level
741 Review
34 Karma

Review on Policy Pro by Lawrence Crespo

Revainrating 4 out of 5

Good CRM solution, does everything i need and more

The best thing about this software is that it automatically tracks all the quotes related to my clients so I can easily update them whenever needed. It also has some good reporting options like client report which helps me in tracking each of their needs. Sometimes when you try to add new policy or renew existing one it takes longer time than usual but not sure if its because of our internet connection speed or something else. Its pretty cheap for what we get as a service from them. We are solving our customer relationship management problems with this software.

img 1 attached to Policy Pro review by Lawrence Crespo



Pros
  • Allowing us create quotations within easy steps, having lots more features compared other quotation softwares available at market today! That make things really simple without much efforts required while maintaining quote database.etc etc