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20miles

The 20miles CRM is a specialized software solution tailored for insurance professionals to effectively handle leads, manage renewals, and nurture client connect...

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The 20miles CRM is a specialized software solution tailored for insurance professionals to effectively handle leads, manage renewals, and nurture client connect...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

The 20miles CRM is a specialized software solution tailored for insurance professionals to effectively handle leads, manage renewals, and nurture client connections. While it may lack extensive customization options or a striking visual interface, it compensates with user-friendly functionalities such as pre-designed email templates, task notifications, and intelligent recommendations driven by AI.

Product Details

What Is 20miles?

20miles is a customer relationship management (CRM) solution tailored for commercial insurance agents. Its primary aim is to streamline your processes by offering pre-designed campaigns, reminders for follow-ups, and tools for organizing contacts. Thanks to its AI capabilities, it suggests which leads to prioritize based on interactions such as email opens or clicks. Additionally, it integrates seamlessly with platforms like Gmail, Outlook, and Salesforce, allowing you to consolidate your tools into one convenient location. With 20miles, you can effectively manage outreach efforts without the hassle of starting from scratch.

20miles Pricing

20miles provides several pricing options:

  • Solo: $49/month

  • Small Agency: $229/month

  • Agency Pro: $499/month

Select a 20miles pricing plan that aligns with your business needs and team size.

Please note that pricing may change over time.

20miles Integrations

The 20miles software is compatible with various systems and platforms, including:

  • Salesforce

  • Insly

  • NowCerts.com

Check out the 20miles demo to gain insights into its integration capabilities.

Who Is 20miles For?

This CRM is well-suited for a diverse array of industries, such as:

  • Commercial Insurance Agencies

  • Small to Midsize Insurance Teams

  • Sales Professionals in Regulated Industries

Is 20miles Right For You?

If you are an insurance agent or manage a small to mid-sized agency, 20miles CRM could be an excellent choice. It caters best to those who prefer an easy-to-implement system. Features like its AI-driven task engine help guide your next steps and enable you to concentrate on leads with a higher likelihood of conversion.

If you're still uncertain whether 20miles is the right solution for you, feel free to reach out to our customer support team at info@softwareseekers.com.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✔ task management
✘ accounts payable
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✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
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✘ financial tracking
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✘ invoice management
✘ payment processing
✘ payroll processing
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✘ accounts receivable
✔ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
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✘ customer management
✘ document management
✘ employee management
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✘ reporting analytics
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✔ workflow automation
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✘ inventory management
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✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
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✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
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✘ multi currency support
✘ opportunity management
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✔ analytics and reporting
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✘ customizable dashboards
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✘ registration management
✘ reporting and analytics
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✘ social media management
✘ alerts and notifications
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✘ crm for event management
✘ crm for insurance agents
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✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
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✘ crm for project management
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✘ employee database management
✘ task and activity management
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✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
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✔ customer communication tracking
✘ employee information management
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✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
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✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Users like how they can see when someone opens or clicks their emails
  • ✔ People appreciate that it connects easily with tools they already use
  • ✔ The software highlights which contacts are most engaged

Cons

  • ✘ A few users mentioned the system can lag or not load properly
  • ✘ Users looking for advanced analytics or revenue tracking felt the reporting tools were basic

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

The 20miles software integrates with Salesforce, and upcoming integrations include Insly and NowCerts.com. You can watch the 20miles demo to explore how these integration features work in action.

20miles supports English only. It is designed mainly for users in the U.S. insurance industry and related sectors.

There is no mention of a public API on the official website.

20miles offers customer support through email and in-app messaging. The team is known for being quick to respond, particularly when users encounter bugs or performance issues.

As of now, 20miles does not offer a dedicated mobile app.

20miles is ideal for commercial insurance agencies, small to midsize insurance teams, and sales professionals in regulated industries.

20miles provides three pricing plans to suit different business needs. The Solo plan is priced at $49/month for individual users. The Small Agency plan supports 2 to 5 users and costs $229/month, while the Agency Pro plan is designed for teams of 6 to 10 users at $499/month. Choose the 20miles cost plan that best fits your team size and business requirements.