check_circleLead management system with automated lead capture from different sourcescheck_circlePolicy lifecycle tracking from prospecting to policy issuance and renewalcheck_circleAutomated reminders and notifications for follow-ups, renewals, and claimscheck_circleCustomer profiling and segmentation for targeted marketing and engagementcheck_circleReports and analytics to track sales, commissions, and customer interactionscheck_circleIntegration with call centre solutions for inbound and outbound sales campaignscheck_circleAutomated lead distribution and tracking with call recording and historycheck_circleIVR (Interactive Voice Response) integration for better customer engagementcheck_circleClick-to-call feature within CRM for quick customer outreachcheck_circlePerformance tracking for tele-callers with sales conversion reportscheck_circleCentralized business intelligence dashboard to track key performance indicators (KPIs)check_circleCustom analytics for sales, customer acquisition, and revenue trendscheck_circleGraphical insights using charts and reports to identify business growth opportunitiescheck_circlePredictive analytics for demand forecasting and policy performancecheck_circleAutomated report generation for management review and decision-makingcheck_circleCustomizable lead stages (New, Contacted, Booked, etc.)check_circleMulti-channel lead capture (Web, Ads, Excel imports)check_circleSmart lead distribution with scoring and cappingcheck_circleComplete follow-up tools with call recording and alertscheck_circleRole-based access control for admin, managers, and employeescheck_circleRole-Based Access Control (RBAC) with hierarchical permissionscheck_circleMulti-Factor Authentication (MFA) for secure loginscheck_circleSSL/TLS encryption for all data transmissioncheck_circleComprehensive audit trails and activity logscheck_circleCentralized admin panel for configuration 