Cloudia Assistant

CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

Languages supported:

2.0/10 (Expert Score) ★★★★★
Product is rated as #53 in category Insurance Agency Management Software
Ease of use
Support
Ease of Setup

CRM with lead tracking, quote engine and commission calculation included. Integrated dialer.

Cloudia Assistant
Cloudia Assistant

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Customer Reviews

Cloudia Assistant Reviews

User in Information Services

Advanced user of Cloudia Assistant
★★★★★
Account specialist

What do you like best?

It's very organized CRM system so we can identify new prospects and add info to existing clients. This helps our company keep on top of latest updates.

What do you dislike?

I think the new system takes time to get used to. Diff from Microsoft

What problems are you solving with the product? What benefits have you realized?

Organizing leads and existing customers in a more efficient manner

Review source: G2.com

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