Dinbhar One
Insurance & financial services
For insurance agencies and financial advisors
Leads from many sources, quick follow-up and a clear pipeline for every advisor.
Built for insurance & financial services
What changes for your team
Speed to lead
Instant assignment and notification of new leads.
Follow-up discipline
Tasks, reminders and overdue alerts.
Customer communication
E-mail templates and WhatsApp from the record.
The features you'll use most
Web forms & lead assignment
Capture leads from your website and give them an owner
Put a lead form on your website in minutes. New leads are assigned automatically — round robin or to the least busy salesperson, in the lead's city.
- Embed anywhere
- No duplicates
- Spam protection
Leads & deals pipeline
A sales CRM your field team actually updates
Leads, deals on a drag-and-drop pipeline, organizations and contacts — with every call, visit, note and e-mail on the record. Modelled on Frappe CRM, built for teams on the road.
- Pipeline you can trust
- Lead to deal in one click
- Everything on the record
E-mail & WhatsApp
Follow up by e-mail and WhatsApp from the record
Send e-mails from leads, deals and organizations with templates, and open a WhatsApp chat with one tap. Every e-mail stays on the record.
- Templates with placeholders
- Replies come to you
- WhatsApp in one tap
Start with your own team
Free for up to 10 users. Import your customers in an afternoon.