Stickynote CRM 11.4

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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