With this CRM app, you can manage customer leads, track sales activities, and generate detailed reports. Includes lead allocation, customer portfolio management, meeting scheduling, and performance tracking features.
AppRecs review analysis
AppRecs rating 4.6. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.
★★★★☆
4.6
AppRecs Rating
Ratings breakdown
5 star
86%
4 star
14%
3 star
0%
2 star
0%
1 star
0%
What to know
✓
High user satisfaction
86% of sampled ratings are 5 stars
✓
Authentic reviews
No red flags detected
About MetLife BD CRM
This app is a digital platform for insurance sales uses to receive, track and manage with their existing and potential customers, right from their pockets!
This user-friendly app will facilitate the large sales field force of MetLife Bangladesh (approx. over 16,000 members) to serve and manage their growing number of customers, which currently stands at over a million.
Some key state-of-the art features of this app are as follows:
1. Lead information through digital sources: Leads incoming from Company Website and Social Media.
2. Automatic Allocation of Lead with Agent: Each lead will be auto-assigned with a suitable agent from their area.
3. Unified holistic Lead view: All the details of the customer can be viewed on the app, for the ease of the assigned agent.
4. Customer Portfolio: Agents can even create own customer portfolio in addition to the system ones.
5. Meeting Organizer: Agents and Managers can set meetings with the customers using the app- which will automatically notify the relevant parties.
6. Detailed reporting: Users at all levels can generate reports to keep record of their policies.
7. Target Setting: Users can set targets for themselves and subordinates to set monthly/yearly goals.
8. Performance Tracker: Users can track their and subordinate use’s performance by comparing target vs achievement.
9. Customer Status Tracker: Status of customer engagement can be monitored and tracked.
10. Self-Task organizer: Users can set tasks for themselves as reminders or notes to facilitate their service to customers.
This app is a revolutionary breakthrough in the industry for lead management that can not only help business operators to succeed but business to grow.
Note: *Only authorized users by MetLife Bangladesh will have access to use this app.
This user-friendly app will facilitate the large sales field force of MetLife Bangladesh (approx. over 16,000 members) to serve and manage their growing number of customers, which currently stands at over a million.
Some key state-of-the art features of this app are as follows:
1. Lead information through digital sources: Leads incoming from Company Website and Social Media.
2. Automatic Allocation of Lead with Agent: Each lead will be auto-assigned with a suitable agent from their area.
3. Unified holistic Lead view: All the details of the customer can be viewed on the app, for the ease of the assigned agent.
4. Customer Portfolio: Agents can even create own customer portfolio in addition to the system ones.
5. Meeting Organizer: Agents and Managers can set meetings with the customers using the app- which will automatically notify the relevant parties.
6. Detailed reporting: Users at all levels can generate reports to keep record of their policies.
7. Target Setting: Users can set targets for themselves and subordinates to set monthly/yearly goals.
8. Performance Tracker: Users can track their and subordinate use’s performance by comparing target vs achievement.
9. Customer Status Tracker: Status of customer engagement can be monitored and tracked.
10. Self-Task organizer: Users can set tasks for themselves as reminders or notes to facilitate their service to customers.
This app is a revolutionary breakthrough in the industry for lead management that can not only help business operators to succeed but business to grow.
Note: *Only authorized users by MetLife Bangladesh will have access to use this app.
MetLife BD CRM Screenshots
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