CRM

Bridgeway Learning offers a customized online Customer Relationship Manager (CRM) through SugarCRM.

This online product is customized specifically for the insurance and financial services industries.

Bridgeway Learning hosts and customizes Sugar to fit your needs.  Here are some of the features:

  • Online, secure system. 
  • Multiple logins
  • Extremely intuitive and easy to use
  • Ability to easitly track customer follow-up tasks and contact information.
  • Never miss another X-Date by utilizing this system.

If you have a group of agents in your office take advantage of these features:

  • Able to add events and assign tasks to individual's calendars.
  • Group notifications of pending customer calls and meetings.
  • Ability to assign Admin rights to individuals in your group.

In addition to these and many more standard features, our SugarCRM hosted product has the ability to:

  • Sync with Microsoft Outlook or Lotus Notes.
  • Wirelessly sync with a BlackBerry, Windows or Android device.
  • Create fillable PDF files.

Contact Jared Taggart at Bridgeway Learning to schedule a free demonstration of this software today!

 

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