Customer Relationship Management (CRM) System
Executive proudly offers an innovative Customer Relationship Management (CRM) system that is tailored to your sales operations.
Customized
Our team will customize your CRM around your business needs, workflows, and sales cadence
Automations
Engage with clients through automated pre- and post-sale emails and SMS mesages
HIPAA Compliant Encryption
Your CRM is secured with HIPAA-compliant encryption to ensure your client data is secure
Increased Retention
Promote client retention with increased engagement and automated onboarding
Real Time Analytics
Monitor real-time sales analytics and data across your agency
Unlimited Cloud Storage
Easily store your call records to meet compliance requirements
Streamlined and HIPAA-compliant CRM
Our client management and enhance business operations using our exclusively designed Customer Relationship Management (CRM) features. Maintain comprehensive HIPAA client profiles encompassing medication details, preferred physicians, and hospitals, among others. Facilitate record sharing with clients, efficiently record notes, and set personal tasks directly from our all-encompassing agent dashboard.
Personalized Access
We offer personalized and exclusive access to our CRM at no cost to our agents.
Plug-and-play
Our CRM is engineered for immediate use, offering a plug-and-play solution.
Customizable
Our CRM can be tailored to meet your unique requirements.
27%
Increase in customer retention by using a CRM
Forbes
92%
of Businesses Say that a CRM played an important role in meeting revenue goals
WebFX
34%
of respondents say CRM usage has a substantial impact on customer retention
AgileCRM