Insurace Agency CRM
Exceptional Customer Relationship Management Tailored by Insurance Agencies for Insurance Agencies, Featuring Everything You Need to Engage with Your Clients.
about traise
Traise is a full fledge CRM with telephony, text messaging, blast campaigns, drip campaigns, team chat and more. All the tools you'll need to manage and grow you client base.
Integrated Phone System
Customize Call Flows
Team Chat
Campaigns (drip, sms, etc)
Contact Management
Task Management
features of traise
Telephone / Softphone
Business phone number with customizable call flows. —Call Queues to avoid missing phone calls. —Call Groups to ring multiple agents at once. —Assign extensions to agents and groups. —Set welcome and voicemail messages. —Availability Schedule. —Much More
Team Chat
Communicate with your team in real time about customers or team events. —One-on-one chats. —Group conversations. —and more...
Client Management
Manage all information for your clients in one location. —Encrypted data fields. —File Attachments. —Cross selling. —and more...
Task Management
Task Management —Automated or manual creation. —Customizable. —Manage leads, callbacks or even internal tasks. —and more...
Text Messaging Support
Communicate with your customers via SMS, MMS and other channels. — Assign conversations to agents. — Auto Replies. — Customizable quick message templates. — and more...
Campaigns
Automate your business with text messaging and/or email campaigns. —Schedule follow-up messages. —Create customizable drip campaigns. —Schedule personalized messages to customers on set schedule. —Easily identify targeted customers based on key data points. —and more...
For You
Get the ability to voice your requests and/or needs to better the product for you and your peers.
Contact Us
Contact us for a Demo!
Or if you are ready to sign up! Our team will reach out to better understand your individual needs, discuss all the features and will setup the account tailored to your business.
