InsuredMine CRM | Optimize and Grow Your Insurance Agency


Sales and Client Management, Sales CRM, Pipeline Manager…

Inactive Deal Card Filter

You can view the Inactive Cards of a specific pipeline by selecting Show All Inactive Cards from the Filter section in the pipeline manager.   

Custom fields and Tags in Pipeline

Custom fields that are already created will now be visible while adding a deal card, setting new automation, or while editing the existing one and

Print Timeline

Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline. 

Generic filters