Designed to simplify your business operations specializing in the insurance industry.
We utilize the latest customer relationship management technology to provide a seamless interaction with new and existing clientele.
Lead
System
Increase your sales using our automated predictive dialing, call campaigns, and custom drip email/text marketing.
Customer Management
Truly understand your customer and anticipate their needs for higher retention, and customer satisfaction.
Team
Management
Track your teams valuable information including compensation, downline, licensing, and document management.
Commission
Processing
Simplify your complex commission payments and convert your sales into income with our automated commission processing.
Whether you’re looking to boost your production, manage your sales team, handle call campaigns or maximize lead conversions, OneLink has the tools you need to transform your business operations.
Manage the details of every sale with OneLink’s dedicated sales information page. Track payment history and even commissions earned with connection to the single customer record.
Reach more leads with our automated communications including customizable emails, drip campaigns, custom text messaging, and call campaigns utilizing our predictive dialer.
Why struggle with multiple systems? OneLink is the single CRM software designed to simplify your business operations.
Provide full insight into status of in progress deals, and help coaching across management for sales team members, and track individual and team sales performance.
Team Management system is designed to assist your HR team with hiring documentation, managing contact details, salary information, licensing and carrier appointments.
Structure your income payouts, design customizable product based compensation plans for both teams and individuals.
Automate your business process by creating call campaigns that allow associates to dial the newest leads automatically. Increase sales with minimal associate downtime.
Target specific marketing channels automatically by designing custom drip email/text campaigns with our built template manager.
Organize and easily showcase your data with OneLinks automated reporting process. Connect charts and data points from across the platform to view all in one place.
Know what our esteemed clients/customers have to say about us in the area of CRM Management and allied services.
Choose a perfect plan from the list. We offer the best packages to suit diverse client needs.
/Per Month Per User
Bronze – Read Only Access
/Per Month Per User
Silver – CRM w/ Commissions
/Per Month Per User
Gold – Lead System & Auto Dialer
Platinum – Admin / Full Access
Minimum of One Required Per Account
/Per Month Per User
Admin / Full Access
Minimum of One Required Per Account
/Per User