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Generate more leads with the PolicyBazaar + Pipeliner CRM integration
PolicyBazaar / Pipeliner CRM
Integrations

Streamline your data management process with the PolicyBazaar + Pipeliner CRM integration

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Does PolicyBazaar integrate with Pipeliner CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting PolicyBazaar and Pipeliner CRM

Quick summary of PolicyBazaar

Policybazaar is online life insurance and general insurance aggregator. Policybazaar is specialized in making a comparative analysis of the insurance products of various insurance policies based on price, quality and key benefits. Policybazaar empowers customers with comparative and accurate information on Insurance products combined with solution driven customer service. Their technology backed service is convincing and adds value to our customers. Using the industry knowledge, service-offering expertise and technical capabilities, this software development solutions leading to financial security and competitive returns. Policybazaar has built strong relationships with all prominent public and private insurance companies across India. The partners of this company are from life insurance, health insurance, car insurance, travel insurance, corporate insurance, and loan sectors.

PolicyBazaar makes buying insurance easy. You can get free insurance quotes, compare plans based on their premium and features side-by-side. You can choose from the largest selection of insurance plans from leading insurance companies. You can select the most suitable plan and purchase it online through this platform.

PolicyBazaar offers the widest variety of insurance plans comprising of both life and general insurance. In life insurance, you can compare Pure Protection plans, Pension Plans, Child Plans, Investment Plans. You can compare Health Insurance or Mediclaims plans, Car insurance and Travel insurance as well as Home Insurance. Policybazaar also compares financial services including personal loans and home loans and offers end-to-end support for these services right from application to disbursal of loans.

Quick summary of Pipeliner CRM

Pipeliner CRM is an intuitive software for managing customer relationships, strongly focused on sales activities. It prioritizes the engagement between salespeople and leads/opportunities, including visual sales reports/insights accessible in real time and collaboration tools. In this way, sales team leaders can easily monitor all the team activities and the entire sales process.

Pipeliner CRM separates the contacts management in sections, splitting up the entire contacts database based on the deal stage. You’ll have several sections: account, contacts (useful for B2B businesses), leads and opportunities. Another section has been designed for the activities management, in order to organize all the steps that should be taken to turn leads in opportunities. For all of these sections, Pipeliner CRM provides automation features available for nurturing purposes, tasks and activities, as well as for move the contacts from stage to stage in an automatic way.

The Sales Pipeline includes the whole sales cycle, starting from lead generation and lead management up to closed deals and further. It offers detailed visual insights that also concern sales velocity, health of the pipeline(s) and performances against the goals.


What you can do with PolicyBazaar and Pipeliner CRM

Create new Pipeliner CRM leads with PolicyBazaar

Update Pipeliner CRM leads with PolicyBazaar


Other popular Pipeliner CRM integrations offered by LeadsBridge

No integration available but…
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