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Life insurance leads free trial for lead generation and management

Catalystk Life insurance leads free trial to generate, track and maintain leads. Leads are an important part of every business sector and one such sector is the life insurance sector. The main concern of life insurance agents is to generate leads and convert them to sales, thereby increasing profitability. All this requires a platform that can be able to generate leads, manage them and convert them to sales leads. Catalystk CRM provides such a platform where you can generate leads through promotions, manage them through regular follow-ups leading to sales conversion and business growth. Catalystk Life insurance leads free trial integrated with Lifetime free GST billing softwarefree CRM software, ERP software, AMC or Rental software, Inventory software, Manufacturing software, Artificial Intelligence ( AI ), and 500+reports. It's fully free with all the options. Click the link to register for free.


Life insurance leads

Catalystk Life insurance leads free trial to capture leads through promotions and assign leads to the team for processing them for sales conversion

Catalystk CRM provides an "auto-capture" feature using which the leads can be auto-captured through promotions, thus eliminating the need to manually enter the lead details. This makes the lead processing much easier and reliable. Multiple agents work in the insurance industry and each of these agents is assigned multiple leads for them to process. Once the leads are generated, it can be distributed to different insurance agents using the "lead assign" option provided by the Catalystk CRM. Every lead differs from one another in multiple ways and categorizing them in different groups makes the process easier. Catalystk system provides a "group" option to add multiple groups and allows mapping groups in the leads module.

Life insurance leads free trial features:

  • Leads management
  • Task management
  • Grouping
  • Follow Up
  • Sales achievements
  • Deals management
  • Excel Uploads
  • Excel Download
  • Reports
  • Quotation with images
  • Quotation grouping products
  • Revised Quotation
  • Quotation without image
  • Email Quotation
  • SMS Quotation
  • Quotation Follow-ups
  • missed quotation follow-ups
  • Manufacturing
  • Bill of Materials
  • MRP(Planning)
  • Job Work / Job Order
  • Work Order
  • Manufacturing process
  • Proforma Invoice
  • Sales Order
  • DC
  • Invoice
  • Sales Projections
  • Return Received
  • HSN Code
  • GST Calculations
  • Finance management
  • General Ledger
  • Client Ledger
  • Supplier Ledger
  • Pending Payments
  • Balance Sheet
  • Profit and Loss
  • Sales management
  • Procurement Management
  • Purchase Enquiry
  • Vendor Identification
  • Purchase Order
  • Goods Received Note
  • Goods Return
  • Purchase Invoice Verification
  • Purchase Invoice
  • Pending Purchase
  • Sales Work Flow
  • Automated Sales Order, Invoice mailing system


Catalystk life insurance leads free trial provides lead followup feature and allows to record and track all the conversations for the daily processing

Processing life insurance leads require maintaining all their details, requirements and regular followups by the insurance agents. As a result, the agents need to maintain the followup time and date for each lead. Catalystk system allows maintaining conversations and mapping the followup date and time for each lead. Additionally, the system provides separate tabs such as "today followups" for tracking the lead followup details on a daily basis and "missed followups" for tracking the missing lead details. Furthermore, the system is integrated with features for task management, tracking sales achievements, excel upload, report generation based on time periods, daily reports and many more.

Life insurance leads free 

Life insurance leads free trial