Stickynote CRM

Features Stickynote CRM

Stickynote’s Key features:Online Cloud Data Backup+ Automatic Backup of your Customer’s information and retrieve it anywhere, anytime when you reinstall the Stickynote Agents app.
+ Your data is stored on extremely secure Amazon cloud servers.
Customer+ Manage your customers and organize all related activities.+ Add notes for your reference and keep track of each and every customer.
+ Greet your Customers with Advance and Belated birthday greetings.+ Pre-defined templates to share with your Customers on Festivals or Special occasions.Policies+ Know your Policy Insights at a Glance.+ Graphical Charts that show all of your Policies by category.+ Updated FUP of servicings policies.
★ Paid/Unpaid Policies: + Keep Track on the list of policyholders paid and unpaid premiums for the last six months.
★ Lapsed / Revival: + Lapsed Policy List with Revival Quotation.
+ Bounce back with the things you lost in Lapsed by reviving it.Premium Dues/ SB+ Premium Due List includes Basic Premium, Late fee + GST , No of Dues , etc.+ Download or Share Premium Due List in PDF Format.
★ Survival Benefits: + Get the past, present & future survival benefits of your policy holders & share with them.Performance Tracking+ Monitor your performance according to the calendar or financial year, and boost the business graph.+ Check out your premium total for the entire year.SMS Shooter+ Reach multiple clients with your personalized SMS in a single shot.Our Website:https://stickynote.in/Instagram: https://www.instagram.com/stickynote_agent_app/Facebook: https://www.facebook.com/Stickynote1You can reach us through:Call or Whatsapp: +91 9884545591 (or) Email: [email protected]