PIPEDRIVE

PIPEDRIVE FS is a CRM software for sales pipeline management, guiding and tracking all your relationships with customers and prospects. It keeps track of where every potential deal stands at every stage of your sales pipeline and allows you to organize all of your sales activities from prospecting to underwriting and ultimately closing... Our PIPEDRIVE FS clients are selling property and casualty, life and health, crop insurance and many other types of insurance. PIPEDRIVE FS integrates with your online quoting systems and agency management systems... Performance Insights has been partnering with financial institutions for 22 years. We are the largest reseller and systems integrator of Pipedrive in the World. We have developed best practice Pipedrive configurations along with additional features and functionality for wealth management, insurance, mortgage and banking. Our configurations are uniquely designed (filters, profiles, pipelines, products, reporting, and workflows) to save..

Also known as: PIPEDRIVE FS