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Everyone

Stickynote Apps

Lollipop



+ Automatic Backup of your Customer’s information and retrieve it anywhere, anytime  when you reinstall the Stickynote Agents app. 
+ Your data is stored on extremely secure Amazon cloud servers.

 

+ Manage your customers and organize all related activities.
+ Add notes for your reference and keep track of each and every customer. 
+ Greet your Customers with Advance and Belated birthday greetings.
+ Pre-defined templates to share with your Customers on Festivals or Special occasions.

+ Know your Policy Insights at a Glance.
+ Graphical Charts that show all of your Policies by category.
+ Updated FUP of servicings policies.

★  Paid/Unpaid Policies:
     + Keep Track on the list of policyholders' paid and unpaid premiums for the last six months.

★  Lapsed / Revival:
     + Lapsed Policy List with Revival Quotation.
     + Bounce back with the things you lost in Lapsed by reviving it.

+ Premium Due List includes Basic Premium, Late fee + GST , No of Dues , etc.
+ Download or Share Premium Due List in PDF Format.

★  Survival Benefits:
     + Get the past, present & future survival benefits of your policy holders & share with them.

+ Monitor your performance according to the calendar or financial year, and boost the business graph.
+ Check out your premium total for the entire year.

+ Reach multiple clients with your personalized SMS in a single shot.

https://stickynote.in/

 https://www.instagram.com/stickynote_agent_app/

 https://www.facebook.com/Stickynote1

Call or Whatsapp: +91 9884545591 (or) Email: support@flendzz.freshdesk.com

Stickynote CRM

Latest Version of Stickynote CRM

Other versions