Personal CRM for Insurance Sales

Bulid stronger sales relationships

Impress Your Customers

Insurance sales is about building stronger bonds with your clients and getting to know them peronsally. However it can be overwhelming to manage hundreds of clients.

Cooby is the best way to manage your network. Stay in touch with clients, create client segments and set auto follow-ups.

Main Features

停止瞎忙!回歸到更重要的關係經營中

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自動匯入 Line 聯絡人

再也不用手動輸入聯絡人資訊

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客戶管理

基本功能樣樣俱全,進階功能包含延伸親友名單、標籤管理等

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個人小秘書

從 Line 輕鬆轉傳客戶訊息為待辦事項

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定期提醒

依照你的習慣,設定定期提醒,與客戶保持聯絡

免費開始你專屬的客管工具

Cooby 提供免付費方案,為你量身打造的業務管理工具! 南山人壽、富邦人壽、國泰人壽等多家企業的上百位業務夥伴已經開始使用 Cooby,立即免費試用。