At HarborCRM, we understand that managing customer relationships is the keel of your business, from small enterprises to large corporations, and especially for insurance agents and agencies. That's why we've tailored our CRM solutions to be as dynamic and resilient as your needs. With HarborCRM, steer your business into the future with confidence and control.
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Whether you're just setting sail or already navigating the vast business seas, our CRM adapts to your size and pace. Streamline your sales, marketing, and customer service – all in one place.
Crafted with the unique needs of the insurance sector in mind, our tools help you manage client data, policies, and claims effortlessly, ensuring you stay ahead in the competitive tide.
Merge HarborCRM seamlessly into your existing workflow. Our platform integrates with your email, calendar, and other essential tools, making transition and adoption smooth sailing.
Your business, your helm. Customize your dashboard to track what matters most to you – from leads and policies to client feedback and performance metrics.
Your and your clients' security is our top priority. With HarborCRM, rest assured your data is stored securely, with compliance and privacy at the forefront.
Our crew is here to support you 24/7. Whether you're facing stormy seas or just need guidance on your journey, we're here with the expertise to help you navigate.
Flexible Pricing to Meet Your Business Needs
Shared database
Only 20 Users
100 invoices and leads
Accounting module
Separate database
Unlimited Users
Unlimited invoices and leads
Accounting module
Separate cloud managed DB
Unlimited Users
Unlimited invoices and leads
Accounting and lead module