InsuredMine CRM | Optimize and Grow Your Insurance Agency

Apply Filters in Contacts and Opportunities

An extra notes section while adding a deal, new contact and account360.

You can add a Note directly from the Directory/ Contacts when adding a new deal or new contact. This helps to keep any information handy while working with the client.
From the Directory/ Contacts:
While adding a deal:

While adding a deal from Pipeline you can add notes in the description box.

From the Account 360 section:

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