Finance and insurance crm

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Hey everybody! I run a two sided Business. Half accident, life, and health Insurance, and half retirement planning and financial advising. We’re a very small business, with limited manpower and an abundance of work. (Hence the search for a suitable CRM). Im looking to ramp up cross-selling between these two divisions, and lock down systems for workflow and lead management, and have a vested interest in making it as secure as possible. I’m struggling to find a solution that scratches every itch, and would benefit from the advice of someone who has experience in this process. We currently run on filing cabinets, shared calendars, and to do lists. Thanks for your time!!

submitted by /u/Snarfioliolio
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