CRM management
So what I'm looking for is.
Multi User
Main Access (admin can see everything)
Check my IC's line up like emails, tasks, etc
Give sales reports etc.
The main thing is I need to be able to monitor the IC's but because they are independent, they can not share the clients information even if one client is shared by several.
Anyone have any suggestions? I've been looking, but haven't found one affordable. They're all like 25.00 a month per user, and I have like 30 users - so that doesn't work.
Any help is very very appreciated.
IMO Partnership. A National Insurance Marketing Alliance.
http://www.imopartnership.com/