Features Included:

Store contact data

Sync contacts with Outlook

Manage your calendar

Assign & Track Tasks

Schedule Events & Meetings

Sync with Google

MailChimp Email Marketing Integration

Send/Receive Emails

Keep track of your leads

Easily Import & Export your contacts



Includes all of the features from StarterCRM

Additional Features Included:

Add Carrier & Product Information

Add Policy & Premium Information

Create and Assign client-related tasks to employees

What They're Saying

9 years into service and we’ve worked with some awesome clients who love us and our services. Check what they have to say about us.

After years of managing my schedules and email marketing campaigns with post-it-notes and white boards I decided it was time to make a change - StarterCRM was the perfect choice for me and the results have been amazing!

Andrew B.

Starter CRM has worked out great! Finding the right contact management and email marketing system is not an easy task for any business. Your solution enabled me to get up and running quickly.

Scott P.