Industries › Insurance & Loans

Software for insurance & loans. In one box.

There is no bundle made only for insurance & loans businesses yet, and we say so. Three Bundals bundles cover calling, salary and daily work today, and each one starts with what your trade needs.

Your box for Insurance & Loans

3 bundles · 71 apps
Core bundleNot built yet

There is no bundle made only for insurance & loans today. The three beside it cover calling, salary and daily work now.

Ask for it
Works with every tradeCRM Bundals

Starts with the Insurance and loans pack: stages, lead sources, lost reasons and call scripts for your trade.

15 apps · Open websiteWorks with every tradeTask Bundals

Give work in one line, get proof back, see what was missed.

24 apps · Open websiteWorks with every tradePayroll Bundals

Monthly salary plus commission and incentives.

32 apps · Open website

Read more for your tradeCRM for insurance and loan agentsPayroll for sales teams

Every app in this box.

By name, with the real icon from each product.

CRM Bundals

Teams that call leads · 15 apps

Open website
Leads
Calls
Follow-ups
Visits
Campaigns
WhatsApp
Lead Sources
Forms
Customers
Payments
Collections
Automations
Reports
Team
Settings

Task Bundals

Any business with a team · 24 apps

Open website
Today
Tasks
Checklists
Problems
Approvals
Handover
Audits
Assets
Visits
Requests
Forms
Renewals
Team
Attendance
Roster
Leave
Training
Notices
Incentives
Expenses
Feedback
Automations
Reports
Library

Payroll Bundals

Any business with staff · 32 apps

Open website
Today
Shifts and Roster
Leave and Holidays
Overtime
Field Staff
Pay
Salary Structure
Advances and Loans
Piece Work
Incentives and Commission
Expenses
Payouts
Payslips
Compliance Calendar
PF and ESI
Professional Tax and Welfare Fund
Tax
Minimum Wage
Bonus and Gratuity
Registers and Returns
People
Joining and Letters
Exit and Final Settlement
Assets
Sites and Clients
Client Billing
Labour Contractors
Approvals
Announcements
Help Desk
Reports
Team and Access

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