Overview
What is ClientTree CRM+?
The ClientTree CRM + client portal system is for brokers operating in the UK mortgage and insurance market. The system is client-centric to enable users to see what each client has and add a new transaction as applicable. Yet, there…
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Get StartedPricing
What is ClientTree CRM+?
The ClientTree CRM + client portal system is for brokers operating in the UK mortgage and insurance market. The system is client-centric to enable users to see what each client has and add a new transaction as applicable. Yet, there are various tools available to track each transaction and see the…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
What is ClientTree CRM+?
Via 3rd party integrations, mortgage and insurance sourcing is also available with a few clicks, where information and documents can be pulled back into the CRM and used to generate suitability letters and shared with clients. The interactive system was custom-built for the UK mortgage and insurance broker market, so the system captures the relevant information for each aspect of the client's journey.
ClientTree CRM+ Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Quote & order management
Marketing Automation Features
- Supported: Email marketing
CRM Project Management Features
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Customizable reports
Security Features
- Supported: Role-based user permissions
Platform Features
- Supported: Mobile access
ClientTree CRM+ Competitors
ClientTree CRM+ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Languages | English |
