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SEI CRM Review

3

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.3
Vertical Industry, Financial Services

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Description of SEI CRM

Customer relationship management and accounting contracts system for insurance agents and brokers.

Reviews

Global ratings 3
  • 5
    1
  • 4
    2
  • 3
    0
  • 2
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  • 1
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Type of review

Revainrating 5 out of 5

Great Product With Excellent Customer Service

It is very easy to use, has great customer service support from both sales reps as well as techs/support personnel. I wish there was more customization of reports available in order to get better insights into my data. If you are looking for an all-around solution that provides excellent customer care then this software will be perfect! We have been able to keep our customers informed about their account status through email alerts with out being pushed around by other companies who just want…

Pros
  • Flexibility regarding changes or questions we may need answered during integration efforts.

Revainrating 4 out of 5

Excellent Contact Tracker & CRM for Recruiting Services

I like that it's easy to use, has an excellent customer service team who are always willing/able help you with any questions or concerns about their product! It is expensive compared other options out there but if your looking at only one tool then this should be considered as well since they have great support staff available 24 hours 7 days per week via phone email chat live video etc.. The ability of being able to track all my contacts in 1 place makes life easier when trying new clients…

Pros
  • Customer Service Team
  • Ability To Track All Your Contacts In One Place
  • Easy & Fast Loading Times For Data (Data Does Not Take Long)
Cons
  • Expensive Compared Other Options Out There
  • Need A Wide Variety Of Features Like Others On Marketplace Have That Are Free Or Cheap.
  • Harder Than Some Alternatives At Tracking Emails Via Email Clients
  • Lack An Easier User

Revainrating 4 out of 5

Powerful Marketing Automation System

This software has helped me to organize my billing information, create sales leads that are relevant with data-driven lead scoring & nurturing as well as other marketing automation tools like email campaigns which is very convenient! I would not say anything negative about this program because we have had such great success in terms of our organization's business goals thus far - but if it ain't broke don' fix it? It does all things you can think off or imagine. The only down fall right now…

Pros
  • Has good functionality
  • Easy access through mobile devices
  • Helpful support staff available 24 hours per day 7 days week via chat / phone call
Cons
  • Can get frustrating trying new ways around problems