CRM & Sales
Track leads, opportunities, follow-ups and the sales pipeline.
LeadsPipelineFollow-upsSuggested for Insurance AgenciesINSURANCE AGENCIES ERP · HELP & DOCUMENTATIONInsurance Agencies ERP.
Insurance Agencies ERP.
Help for every MicroERP.
Never miss a policy follow-up. Open any MicroERP from your Insurance Agencies workspace; the guides below show what each one covers and every screen in it.
15 SUGGESTED MICROERPSStart here
Start here
for Insurance Agencies.
These MicroERPs match the everyday work in Insurance Agencies. Your role decides which ones you can open.
Customer Success
Maintain customer accounts, relationships, account health and history.
AccountsHealthRelationshipsSuggested for Insurance AgenciesPresales & Proposals
Prepare bids, estimates, solution proposals and presales handovers.
BidsEstimatesProposalsSuggested for Insurance AgenciesMemberships
Manage membership plans, member records, dues and renewals.
MembersPlansRenewalsSuggested for Insurance AgenciesAppointments & Bookings
Coordinate service appointments, availability and customer bookings.
CalendarBookingsAvailabilitySuggested for Insurance AgenciesCustomer Support
Assign tickets, track response obligations and resolve escalations.
TicketsSLAsEscalationsSuggested for Insurance AgenciesFinance
Manage the chart of accounts, journals, ledgers and period close.
AccountsJournalsLedgersSuggested for Insurance AgenciesBilling
Organise invoices, payment schedules, receipts and collection follow-ups.
InvoicesReceiptsCollectionsSuggested for Insurance AgenciesExpenses
Review expense claims, policy checks, approvals and reimbursements.
ClaimsApprovalsReimbursementsSuggested for Insurance AgenciesHR & People
Keep employee records, lifecycle events and people documents together.
EmployeesLifecycleDocumentsSuggested for Insurance AgenciesAttendance & Leave
Coordinate shifts, attendance, leave balances and regularisation.
AttendanceShiftsLeaveSuggested for Insurance AgenciesPayroll
Prepare salary structures, pay runs, payslips and deduction records.
Salary structuresPay runsPayslipsSuggested for Insurance AgenciesForms & Approvals
Collect structured requests and follow review and approval steps.
FormsRequestsApprovalsSuggested for Insurance AgenciesAnalytics & Reports
Review business dashboards, KPIs, reports and management exceptions.
DashboardsKPIsReportsSuggested for Insurance AgenciesDocuments & Records
Organise business documents, records, versions and controlled access.
DocumentsRecordsVersionsSuggested for Insurance Agencies25 MORE MICROERPSEverything else
Everything else
in your workspace.
Sales & customer
Procurement & stock
Inventory
Keep stock items, warehouses, movements and reorder levels organised.
StockWarehousesMovementsOrders & Fulfilment
Keep customer orders, fulfilment progress and delivery work organised.
OrdersFulfilmentDeliveryCourier & Shipments
Manage parcel bookings, pickups, shipment tracking, rates and collections.
BookingsTrackingCollectionsProcurement
Track requisitions, supplier orders, receipts and purchase matching.
RequisitionsPurchase ordersReceiptsVendor Management
Organise vendor onboarding, compliance documents and scorecards.
VendorsOnboardingScorecardsProduction & Job Work
Plan production work, materials, job cards and manufacturing operations.
ProductionMaterialsJob cardsPeople & work
Recruitment
Follow requisitions, candidates, interviews and offers through hiring.
CandidatesInterviewsOffersPerformance Reviews
Manage goals, review cycles, calibration and performance records.
GoalsReviewsRatingsLearning & Training
Organise courses, enrolments, completions and certifications.
CoursesEnrolmentsCertificationsResource Planning
Review capacity, allocations, bench and team utilisation.
CapacityAllocationsUtilisationProjects & Tasks
Coordinate project milestones, timesheets, budgets and delivery.
ProjectsMilestonesTimesheetsAssets & service
Governance & analytics
Organisation Management
Maintain legal entities, departments, locations and organisation structure.
EntitiesDepartmentsLocationsContracts & Obligations
Track contracts, statements of work, renewals and obligations.
ContractsRenewalsObligationsCompliance
Organise frameworks, controls, evidence and attestation cycles.
FrameworksControlsEvidenceRisk Management
Review risk registers, scoring, treatments and residual risk.
RisksScoringTreatmentsInternal Audit
Coordinate audit plans, findings, remediation and verification.
AuditsFindingsRemediationLegal Operations
Keep matters, counsel, disputes and filing work organised.
MattersCounselFilingsSoftware delivery
Security Operations
Track incidents, vulnerabilities, access reviews and security policies.
IncidentsVulnerabilitiesAccess reviewsSoftware Delivery
Coordinate requirements, sprints, releases and change traceability.
RequirementsSprintsReleasesSoftware Quality Assurance
Organise test cases, test plans, runs, defects and coverage.
Test casesTest runsDefectsDevOps & Deployments
Review environments, pipelines, deployments and rollback history.
EnvironmentsPipelinesDeploymentsPrefer the website? General documentation, manuals and demos.