Leads Digital

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About us

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Leads to Company PVT LTD is an ISO 9001: 2015 certified company. We are a leading Software Development and International BPO company who is providing Software.

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AGENT & BROKER CRM

Product Description

Leads Digital Agent & Broker CRM is a comprehensive platform built to simplify client management, automate sales processes, and enhance communication between agents, brokers, and their customers. It centralizes client data, lead tracking, policy renewals, and sales pipelines into one unified dashboard. Designed for flexibility and scalability, it helps agents and brokers manage relationships, follow up efficiently, and improve conversion rates through actionable insights and automated workflows.

 

Features

  • Centralized client and lead management
  • Automated follow-ups and reminders
  • Integrated email, SMS, and WhatsApp communication
  • Policy and deal tracking dashboard
  • Real-time analytics and reporting
  • Secure document storage and sharing
  • Multi-agent and multi-branch access controls
  • Customizable workflows and performance tracking

 

Tech Stacks

Built on a robust combination of React.js, Node.js, and MongoDB for responsive UI and secure, scalable backend performance. It leverages RESTful APIs for seamless integration with third-party tools like email marketing, insurance portals, and payment gateways. Hosting and deployment use AWS and Docker for speed, reliability, and high uptime.

 

Industrial Orientation

This CRM is tailored for insurance agencies, real estate firms, and financial brokerage companies. It helps professionals manage leads, renewals, and client portfolios with greater efficiency. The system’s automation and reporting tools reduce manual effort, allowing brokers and agents to focus more on customer engagement and revenue growth.

 

USP of Our Product

Leads Digital Agent & Broker CRM stands out for its industry-specific automation, multi-channel communication suite, and AI-driven insights. Unlike generic CRMs, it’s built to handle the unique workflows of agents and brokers, from lead nurturing to deal closure. The user-friendly interface ensures fast adoption, while its modular design supports business expansion.

 

Contact Details

Leads Digital

Kolkata, India

📧 Contact@theleadsdigital.com

🌐 www.theleadsdigital.com

📞 +91-8240245144