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SEI CRM

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Software Status:Active

About SEI CRM

SEI CRM is a customer relationship management software from Everlabs that helps businesses manage customer interactions. It provides contact management, sales tracking, and reporting tools so organizations can better understand and nurture their customer relationships. With SEI CRM, users can monitor sales pipelines, analyze customer data, and automate communication tasks for improved efficiency. This platform is designed to support collaboration among team members, ensuring everyone has access to essential customer information. Key capabilities: contact management sales forecasting automated reports task assignment data analysis Best for: businesses of all sizes that need to manage customer relationships effectively.

SEI CRM Details

Vendor
Everlabs
Year Launched
Location
1 Freedom Valley Drive, Oaks, PA 19456
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Chinese, Japanese, Korean, Dutch, Russian, Arabic.
Users
Insurance Agents, Sales Representatives, Customer Service Representatives, Managers, Administrators
Industries Served
Insurance, Finance, Healthcare
Tags
CRM, Insurance, Customer Relationship Management, Sales, Marketing, Workflow Automation, Data Management, Customer Service

SEI CRM's In-App Market Place

Does SEI CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

18

Mini Apps

1. SEI CRM Mobile App: A mobile application that allows users to access their CRM data on the go

making it easy to stay connected with clients and prospects while away from the office.

2. SEI CRM Email Integration: This plugin integrates the CRM with popular email platforms like Outlook and Gmail

allowing users to easily sync their contacts

tasks

and calendar events between the two systems.

3. SEI CRM Reporting Tools: A set of reporting tools that provide valuable insights into sales performance

lead conversion rates

and other key metrics

helping users make informed decisions and strategize for future success.

4. SEI CRM Social Media Integration: This add-on allows users to connect their CRM with social media channels like Facebook

Twitter

and LinkedIn

making it easy to monitor online interactions

engage with customers

and generate new leads through social selling strategies.

5. SEI CRM Workflow Automation: This feature automates repetitive tasks and processes within the CRM

saving users time and ensuring consistency in their sales and marketing efforts.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NOK (kr), DKK (kr), HKD (HK$), MXN (Mex$), PLN (zł), SGD (S$), INR (₹), BRL (R$)

Pros & Cons

  • Provides a centralized platform for managing customer relationships and interactions
  • Offers customizable features to tailor the CRM system to the specific needs of insurance companies
  • Streamlines processes and improves efficiency in tracking leads, managing policies, and handling claims
  • Integrates with other software systems to ensure seamless data flow and enhance overall productivity
  • Enhances customer satisfaction and retention through personalized communication and targeted marketing strategies
  • Steep learning curve for users unfamiliar with the system
  • Limited customization options for specific insurance industry needs
  • Lack of integration with other popular CRM platforms
  • Slow customer support response times
  • High cost for small to mid-sized insurance agencies.

SEI CRM's Support Options

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