Skip to Content

Finance

SmartERP for insurance agency

Applications to start with: Accounting, CRM, Sales, Employees. Connected on one set of records, with an implementation team in Addis Ababa.

Book a demoGet started

Applications

A suggested starting set

There is no priced industry edition for this sector yet. This starting set is our proposal for a first discovery conversation; it is not a packaged edition.

Accounting

Available

Invoice customers, pay vendors and close the month from one ledger.

CRM

Available

Track enquiries and opportunities so no customer is forgotten.

Sales

Available

Quote, confirm and invoice customer orders from one record.

Employees

Available

Keep one record per employee with departments and positions.

Email Marketing

Available

Send campaigns and see opens and clicks.

Calendar

Available

Plan meetings linked to customers and candidates.

Workflows

How the work connects

Lead to cash

CRM → Sales → Accounting

Project to invoice

Sales → Accounting

Data to decisions

Accounting → Sales

Pricing

Per-user plans, or a quote

No industry edition is priced online for this sector. Choose a per-user monthly plan, or ask us for a quote.

See plans Ask for a quote

Related sectors

Services for your rollout

This sector has no packaged industry edition. The starting set is a proposal based on the kind of work the sector does, to be confirmed in discovery.

Next step

Talk to us about SmartERP for insurance agency

Book a guided demo, or start a trial workspace and try it yourself.

Book a demoGet started