Cleanest CRM for sales professionals
and insurance agents
eTouchCRM helps you keep your pipeline cleaner than
ever, so you can get to the sale faster.
Your complete Contact Management Solution
We believe that we are the best Contact Manager for sales reps and insurance agents! That’s a bold statement we know. But compare all you get with eTouchCRM and you will find that this statement is justified! After 15 years as a Top Producing health and life agent our owner created this Customer Relation Management system (CRM) for his own business. We are confident that you will find that eTouchCRM does everything that sales reps and health and life agents need in a CRM. For only $39 a month you can have all the tools you need to maximize your potential and grow your business.
Our Top Features
Unlike other systems that are complicated and hard to understand, eTouchCRM makes it easy to customize your Contact Manager. The contact page puts everything you need to know right in front of you.
Click To Dial
Using Skype Click to Dial you can call any contact with a couple clicks of the mouse. After spending a few hours calling with click to dial you will never dial a phone again. Skype Phone Service is $2.99 a month.
Text Message Marketing
Studies show that 98% of text messages are seen in the first 30 minutes. For just 1 penny a text or less you can send individual and group text messages. With eTouchCRM you can even create text message campaigns.
Our commission tracker takes the information entered in our sales and policy section and calculates your commission. Giving a Monthly Total and breaking it down by category.
Email Tracking And Marketing
Not only do we notify you when an email is opened and save a permanent record of the date and time. Our Quick Monthly Email and Text Campaign setter makes setting up email marketing simple.
Email our calendar link to your clients and they can schedule their own appointment with you.
We have a selection of business Ecards that you can send to your customers and prospects. There is not an extra charge for this service.
The eTouchCRM Contact Management System will work on all your devices.
- “Marc has created an excellent CRM system that fits the insurance industry very well. The system is easy to use and Marc has provided detailed video training for each portion of the system. Marc is also readily available to answer any questions, be of assistance and is very good at checking in to be sure you are able to fully utilize the system.”
- “Marc has been in the Insurance Industry for several years offering solutions in a multifaceted arena with great success and professionalism. It does not surprise me that Marc in turn using that same creative solution approach, created one of the most robust communication tools available today, it’s always a great thing to see dreams turn into reality. Incredible is as incredible does!”
- “I’m very excited to be a new BusinessETouch customer… knowing full well how important it is to have an automated, virtual database for many reason, I have tried just about everyone out there, retail, sales force, Act and on and on, and have forever felt that I’m trying to fit a square peg into a round hole.
Now I haven’t even started to tap into the enormous marketing capabilities that BusinessETouch has implemented, but so far I am highly impressed. You have blended the best of simplicity, yet high capability, into an “easy on the eyes” database.
I know I have found the answers to my database management problems, tracking UWing, and policy info issues.
I can hardly wait for version 2 with the ability to customize! great job!!”
Jay Weinstein, RFC (R), ChFEBC, CCPS JW Income
- “I’m very excited to be a new BusinessETouch customer… knowing full well how important it is to have an automated, virtual database for many reason, I have “If you want to get organized, work smarter not harder, never forget another appointment, follow up with clients, thank you notes, send out birthday cards, newsletters to your clients and much, much more, than you need to sign up Today.”
Sue Gordon Insurance Manager Richardson TX
- “I have been an Agency Manager and a Managing Director of AXA and AIG, as well as a personal producer for over 20 years. BusinessETouch is brilliant!!! I have used many CRM systems, none can even approach the flexibility, ease, and value Bus E Touch delivers. I wish It was available when I ran my agency, and the cost is amazingly reasonable. Thanks for developing BET………”
- “The BusinessETouch Contact Manager has been essential to our success. They are always available to support my team with extensive knowledge of insurance products and technology. Their customer service was always happy and willing to provide answers or assist my team with finding answers. Their patience and responsiveness were much appreciated by all and I highly recommend BusinessETouch.”
- “The BusinessETouch CRM program is one of the best I have seen in the insurance industry. Marc used his own experience as one of the top sales managers in the country to develop this CRM program allowing the insurance professional to maximize his grow potential.”
- “I have been working with BusinessETouch for the last few months for our Financial Service Business. Their customer service has been nothing but supportive and extremely helpful. I know I can always count on them to be there for me if I need anything, whether it is to assist with software utilization or technical support. I am truly appreciative of the value, expertise and knowledge that BusinessETouch brings to the table in our daily efforts to grow our business.”
C Rod Maxson
- “Business E Touch system has given me the confidence I needed to move forward with keeping in contact with my clients and prospects on a constant regular basis. Marc developed this solution to use for his own business and it is exactly what I have been looking for to use in my own insurance business. Their customer service is easy to work with, quick to follow-up, and they are experts when it comes to using his system. Thank you developing the Business E Touch Program!”
- “I want to say thank you SOOOOO MUCH!!!! I adore and appreciate eTouchCRM like you can’t understand. From the bottom of my heart, thanks. My life is so much easier because of you!”
Unlimited Free Training
Our skilled support team is available 5 days a week to answer any question you might have.
Security is our #1 priority!
All The Features
Unlike other systems that are complicated and hard to understand, BusinessETouch makes it easy to customize your Contact Manager. We have date and time stamped notes, appointment reminders, ready to use email templates and much, much more.
Our policy page allows you to create as many policies as needed for your client. We have the basics loaded for you, and you can add additional fields if needed
Our commission tracker takes the information entered into the policy section and calculates your commission. Giving you a Monthly total and breaking it down by Carrier and Product.
Email our calendar link to your clients and they can schedule their own appointment with you.
Click to Dial
Using the Google “Click To Dial plug-in” you can call any contact with a couple clicks of the mouse.
BusinessETouch has a powerful Email program that allows you to create professional looking Emails to send to Groups or individuals. We notify you when an email has been opened and if a link was clicked.
BusinessETouch will automatically send Birthday Ecards or contract renewal emails on dates that are saved in the system. And our mail merge feature will put any information you want in the email.
Drip Email & Drip Email Campaign
Schedule individual emails or groups of emails to be emailed at a future date and time.
Family Linked Together
Each family members has his or her own contact page and policy information. We link all family members together through the Family tab.
Newsletter Template & Library
Our Newsletter Template allows you to easily create professional looking Newsletters. We also have articles, recipes and household tips that can be easily attached to your Newsletter.
When new leads are uploaded into your Contact Manager we will automatically send an Email or start a campaign of Emails to that new lead.
We have a selection of Business Ecards that you can send to your customers and prospects. There is not an extra charge for this service.
Upload all your documents and save them to your contacts file. We will save then on the Cloud so you can access them from any computer, any time you like.
The calendar section allows for color coding and shows all the scheduled appointments listed by time, day, week or month. And you can drag and drop an appointment from one day to another.
The BusinessETouch Contact Management System will work on all of your devices.
BusinessETouch allows you to create as many groups as you want. Our Move Tool makes it simple to move contacts from one group to another. And Emails and Ecards can be sent to the entire group.
IMO, FMO and Agency Program
We can brand our system with your Logo. You can set up the CRM so your agents and sales force have a turn key system customized with the email marketing that you have approved. And our Shared Contact Agency program allows your office to share contacts with each user having their own email address and login.