A Full-Scope Industry-Specific CRM
Our industry-specific client management system helps you organize, manage, and service your clients and prospects with ease. Within AgencyBloc, you can track leads, prospects, opportunities, clients, agents, policies, and carriers to create a comprehensive digital file for everyone you serve.
Attach relevant documentation, like emails, in-person and phone conversation notes, phone recordings, and more directly to the person's profile. Tracking this information helps you provide top-tier service for your clients and increase client retention.
Add in workflow automation to streamline client communication, send emails, and assign internal tasks to ensure clients are serviced properly.