Stickynote CRM 11.4

Stickynote CRM 11.4

Flendzz – Freeware – Android
Latest Version
11.4
Safe to install

Stickynote’s Key Features:

  1. Online Cloud Data Backup
    • + Automatically backup your customers' information to retrieve it conveniently anytime you reinstall the Stickynote Agents app.
    • + Your data is securely stored on Amazon cloud servers.
  1. Customer
    • + Efficiently manage customers and organize related activities.
    • + Add notes for reference and track each customer interaction.
    • + Offer personalized birthday greetings to customers.
    • + Utilize pre-defined templates for festive or special occasion messages.
  1. Policies
    • + Gain insights into your policies at a glance.
    • + View graphical charts categorizing all your policies.
    • + Stay updated on servicing policy terms with the FUP feature.

★ Paid/Unpaid Policies:

  • + Track paid and unpaid premiums of policyholders for the last six months effectively.

★ Lapsed/Revival:

  • + Access a list of lapsed policies with revival options.
  • + Regain lost benefits by reviving lapsed policies.

  1. Premium Dues/SB
    • + Easily manage premium dues with detailed information like Basic Premium, Late fee + GST, and total number of dues, and more.
    • + Download or share premium due lists in PDF format.

★ Survival Benefits:

  • + Access past, present, and future survival benefits of policyholders and share them accordingly.

  1. Performance Tracking
    • + Monitor performance metrics based on calendar or financial year to enhance business growth.
    • + Review total premium collection for the entire year effortlessly.
  1. SMS Shooter
    • + Reach multiple clients by sending personalized SMS messages efficiently in a single shot.

Find us here:

  • Official Website: https://stickynote.in/

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  • Instagram: https://www.instagram.com/stickynote_agent_app/.

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  • Facebook: https://www.facebook.com/Stickynote1/.

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Overview

Stickynote CRM is a Freeware software in the category Business developed by Flendzz.

The latest version of Stickynote CRM is 11.4, released on 09/14/2024. It was initially added to our database on 09/14/2024.

Stickynote CRM runs on the following operating systems: Android.

Stickynote CRM has not been rated by our users yet.

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