SalesOne screenshot

CRM and Sales
Force Management

Higher sales productivity.

Complete activity tracking.

SalesOne® customer relationship management software gives you the tools you need to connect with customers, sales reps and producers.

Product Features

Integration

Synchronizes with legacy data systems.

Multi-Device Accessibility

SalesOne® enables you to manage your customers and sales force remotely, integrating communication, tracking and reporting to keep everyone connected.

Activity Tracking

Enables real-time access to activities and results of prior visits and historical GPS tracking information for marketing reps

Real Time

Provides meeting checklists that can be updated in real time.

Time Management

Tracks customer and marketing rep activities and appointments, and enables GPS Point to Point directions at the push of an address

Effective, integrated communication.

Our CRM solution allows insurance companies and general agencies to manage their marketing representatives and producer relationships more effectively. SalesOne® allows you to manage your customers and sales force remotely via a web interface. By integrating communication, tracking and reporting, SalesOne® drives efficiency and productivity.

Stay Connected. Anywhere. Anytime.

SalesOne® Mobile software gives you real-time information and location tools to optimize your sales force activity. Track marketing rep activity, access producer information and follow loss ratio—SalesOne® Mobile keeps everyone connected.