Macbook pro

Simplicity redefined
Can't afford a personal assistant? Now you can afford to hire a full-time virtual secretary thats always available to help you manage your practice!

inTouch Advisor CRM provides a powerful, yet intuitive customer relationship management system designed to help insurance agents and advisors store and retrieve crucial info about the individuals you need to keep inTouch with, your clients, prospects and leads! Designed to run either on Mac OSX or Windows (Mac version shipping NOW, Windows version available soon).

Order now to take advantage of substantial preorder pricing discounts!

Powerful built-in features
• Easily save contact info for an unlimited number of contacts
• Easily record and access all customer interactions (calls, meetings, etc)
• Tracking of client accounts and policies
• Quickly locate specific contacts or groups (search by meeting venue, industry, location, gender, financial concerns, etc.)
• Password protection to secure sensitive client and prospect data
• Contact birthday reminders and reports
• Task management and followup reminders
• Creation of mass e-mail campaigns
• Referred lead tracking

It's your info, you own it!
You purchase the software outright, no monthly fees required to have access to your data.

Optional modules available
• Data import/export
• Client insurance needs analysis
• Client budget analysis
• Client document management
• Multi-user capability

Coming soon!
• Tracking of pending deals
• Google calendar functionality

One time bulk import of data from Excel or .csv file included with purchase,
Contact us for pre-sale inquiries, feature requests or for technical support.