SiegeCRM

  • Process Empowerment

    SiegeCRM can help you streamline your sales processes making them more efficient and more effective. Gain a competitive advantage with improved workflows, automated processes, and cost reduction. 

  • Take Control

    Information is power. Instead of working to use your information, make your information work for you.  Take control with SiegeCRM.

Knowledge is Power

There is a reason they say knowledge is power.  And there is a reason so many companies keep your data separated and difficult to access.  When someone else holds your data, they hold power over you.  What if you had access to all your data in one convenient place?  

What if...?

What if you had all your data in one place?

  • Have access to all of your information in a format that is easy to view, use, and decipher.
  • Make better decisions in less time.
  • Control costs.
  • Create a more profitable business.

Next Level Business Solutions

Consulting and Training
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Process improvement, workflow automation, training and software maintenance packages are a few of the services we offer.

Process Automation
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Automate sales processes, workflow processes and everyday tasks which will save time and reduce E&O Claims.

Customizable Layouts and Workflows

Truly customizable cloud-based platform that allows you to work how you want to work, where you want to work.

Comprehensive CRM Solution

Automate Workflows

Leverage your employees' time more effectively.  Take mundane repetitive tasks off of your staff and give them the time to do more productive tasks. 

Automate Marketing

Nurture your leads and market to existing customers without consuming so many hours of your employees time.  Set customizable automated marketing campaigns.

Automate Processes

Ensure quality standards and reduce Errors and Omissions.  Customize and automate processes to standardize the level of service and the information provided to clients. 

Powerful Analytics

Track sales trends, employee performance and more.  Create comprehensive reports, employee competitions, motivational dashboards just to name a few ways to use the powerful analytics tools. 

What Are Top in The Market

A robust and truly customizable customer relationship management system that is built specifically for the insurance industry.

Workflow Automations

Automate lead nurturing, marketing, and repetitive tasks freeing up valuable employee time.

Employee Management

Assign and monitor tasks, track employee workload and performance, and create motivational dashboards and competitions.

Process Management

Automate processes ensuring information content and quality of interactions with clients reducing errors and omissions.

Analytics

Dissect, track and manipulate data easily with robust customizable reports, graphs and charts. 

What we do

We provide robust customizable solutions to manage your leads, sales, processes, employees, and data. 

      

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