Surense

Email activity logging: read, reply to and react to emails, and manage sender mailboxes

Insurance agent numbers and supervisors: manage, search, import and export licensee assignments

Reports: generate Excel exports of customers, products and meetings for download

CRM activity search: find logged activities, emails and calls on employers, customers, leads, meetings

Insurance and pension data imports: upload provider reports, commission files and portfolios, then track or revert them

Document management: upload, search, link and download files for customers, leads and workflows

Workflows: manage service requests and tasks with checklists, statuses, templates, imports and exports

Customer and lead meetings: schedule, search, export, checklists, calendar sync

Contacts: manage people and company contacts, groups, custom fields, imports and exports

Employers: create, search, import and export organizations with custom fields and tags

Sales leads: create, search, transfer and import leads with their checklists, statuses and types

Customer records: create, search, update and delete customers, plus birthday lookups

Telephony: place click-to-call, log call records with recordings and replies, manage extensions and blocked numbers

Reminders: create, search, update and delete personal to-dos with due dates

Licensing: manage Israeli pension and insurance licensees and their yearly license documents

Insurance back office: manage leads, meetings, contacts, employers, products and reports