[Free Resource] CRM/Agency Management System Needs & Wants List
Each agency has its own specific needs in an agency management system (AMS) or CRM. This checklist is designed to help you identify which specific features your agency needs out of an AMS so that you can make more informed buying decisions with your team.
This checklist helps you identify your needs based on AMS capabilities like:
Accessibility (cloud-based vs. physical software)
Client, lead and policy management
Searching for a new Agency Management System or CRM?
Download this checklist to decide your needs & wants with your team: