Comprehensive, yet simple to use.
A CRM system doesn't have to be complicated, in fact we wanted it to be as simple and as hassle free as possible.
Insurance and compliance systems tend to be clunky often taking up to 7 different processes to achieve one task within 1 client, now it can all be done under one roof, under one client and without the hassle of re-keying data over and over.
One23 CRM hasn't just thrown out the rule book it has re written it, with every feature, every tab, every task you undertake to be as simple as possible. After using this system for just a couple of hours you'll feel like you know like the back of your hand.