Spotler CRM vs NowCerts
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Overview
Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.
Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$17.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$99.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.5/ 5Features
4.2/ 5Customer Service
4.6/ 5Value for Money
4.5/ 5Ease of Use
4.7/ 5Features
4.7/ 5Customer Service
4.9/ 5Value for Money
4.9/ 5Features
Total features 171
- "What If" Scenarios
- A/B Testing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Scheduling
- Audit Trail
- Automated Scheduling
- Autoresponders
- Batch Processing
- Billing & Invoicing
- Broker/Agent Portal
- Budgeting/Forecasting
- Business Process Control
- CAN-SPAM Compliance
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cancellation Tracking
- Case Management
- Channel Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Commercial
- Commercial Lines
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Accounts
- Customer Database
- Customer History
- Customer Portal
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Scoring
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Payments
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Homeowners Insurance
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- GDPR Compliance
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- Image Library
- Insurance Eligibility Verification
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- Lifecycle Management
- List Management
- Live Chat
- Marketing Automation
- Mobile Access
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Multiple Line Rating
- Multiple Scoring Models
- Online Forms
- Opportunity Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Policy Issuance
- Policy Library
- Policy Management
- Predictive Analytics
- Prioritization
- Process/Workflow Automation
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Social Marketing
- Source Tracking
- Statistical Analysis
- Status Tracking
- Subscriber Management
- Summary Reports
- Support Ticket Management
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Underwriting Management
- User Management
- Version Control
- Visual Analytics
- Volunteer Management
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Website Integration
- Workflow Management
Total features 89
- "What If" Scenarios
- A/B Testing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Notifications
- Appointment Scheduling
- Audit Trail
- Automated Scheduling
- Autoresponders
- Batch Processing
- Billing & Invoicing
- Broker/Agent Portal
- Budgeting/Forecasting
- Business Process Control
- CAN-SPAM Compliance
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call List Management
- Call Logging
- Campaign Analytics
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cancellation Tracking
- Case Management
- Channel Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Click Tracking
- Client Management
- Client Portal
- Client Tracking
- Collaboration Tools
- Commenting/Notes
- Commercial
- Commercial Lines
- Commission Calculations
- Commission Management
- Communication Management
- Comparative Insurance Rating
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Customer Accounts
- Customer Database
- Customer History
- Customer Portal
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Scoring
- Customizable Templates
- Customization
- Dashboard
- Dashboard Creation
- Data Extraction
- Data Import/Export
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Payments
- Electronic Signature
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Homeowners Insurance
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- GDPR Compliance
- Goal Setting/Tracking
- Graphical Data Presentation
- HIPAA Compliant
- Image Library
- Insurance Eligibility Verification
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Life & Health
- Lifecycle Management
- List Management
- Live Chat
- Marketing Automation
- Mobile Access
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Marketing
- Multiple Line Rating
- Multiple Scoring Models
- Online Forms
- Opportunity Management
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Policy Issuance
- Policy Library
- Policy Management
- Predictive Analytics
- Prioritization
- Process/Workflow Automation
- Property & Casualty
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- ROI Tracking
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Onboarding & Training
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Social Marketing
- Source Tracking
- Statistical Analysis
- Status Tracking
- Subscriber Management
- Summary Reports
- Support Ticket Management
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Underwriting Management
- User Management
- Version Control
- Visual Analytics
- Volunteer Management
- WYSIWYG Editor
- Web Forms
- Web-based Deployment
- Website Integration
- Workflow Management
Integrations
- ActiveCampaign
- Automate365
- Calendly
- Campaign Monitor by Marigold
- Constant Contact
- Dropbox Business
- Gmail
- Google Docs
- Google Drive
- Google Sheets
- Gravity Forms
- IVANS Download
- Keap
- LeadGen App
- Leadinfo
- Mailchimp
- Meta for Business
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- OneDrive
- OneLogin
- Osano
- PandaDoc
- QuickBooks Online Advanced
- Saasu
- Slack
- Trello
- TurboRater
- Twilio
- Twitter/X
- Typeform
- Xero
- Zapier
- airSlate SignNow
- ActiveCampaign
- Automate365
- Calendly
- Campaign Monitor by Marigold
- Constant Contact
- Dropbox Business
- Gmail
- Google Docs
- Google Drive
- Google Sheets
- Gravity Forms
- IVANS Download
- Keap
- LeadGen App
- Leadinfo
- Mailchimp
- Meta for Business
- Microsoft Azure
- Microsoft Excel
- Microsoft Outlook
- OneDrive
- OneLogin
- Osano
- PandaDoc
- QuickBooks Online Advanced
- Saasu
- Slack
- Trello
- TurboRater
- Twilio
- Twitter/X
- Typeform
- Xero
- Zapier
- airSlate SignNow
