Hello,
We are a CRM specialized Web Development company with a history of creating big SAAS CRM's. Have done it for Real estate, Insurance as well as Banking corporations.
We have already worked with an ISURANCE company based out of USA. I can show you a working system demo over a call via screeenshare. Let me know your availability for the same.
We have developed and launched many cloud based CRM solutions that one needs to drive the business and helped different agencies automate the Customer management relationship process and experience in turn helping them to achieve more sales and closures and get more small-high net worth customers.
The CRM solutions have many of the features and functions like upload function for documents- PDFs, images, Gmail Integration, Notes Section etc.
The primary function of the solutions being lead Capturing and Management, drip campaigns, document and contact management, action manager, mail merge, contact duplication etc.
Plus loads of others like Schedule campaign, template and form builders, Send SMS and Email blast, reports. social media manager etc.
We have used Twillio, Mailgun and Bombbomb for SMS and email etc.
Payment systems like PP, Strip, Braintree.
Anticipating a positive response from your end.
Regards_PS