Catalog

Business Applications

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3rdmill

Lucinda is a Cloud based CRM that integrates seamlessly with your Microsoft 365 environment as well as leading broking systems to securely and effortlessly manage your business workflows end-to-end. See your clients in a single pane of glass from SharePoint documents and opportunities through to policies, claims and renewals.

Overview

Lucinda is a stickler for everything being in its place.|She stores and manages all your client documents in your SharePoint, so you can enjoy Microsoft's enterprise-grade security, reliability and compliance features straight out of the box.||Nothing escapes Lucinda's attention.|Manage and track renewals, claims and new business with ease - assign tasks, prepare and track quotes, log every action for compliance. Never miss a beat in your company.||Meet your new Marketing manager.|Lucinda is your savvy marketing guru. A fully integrated marketing module sends targeted customer emails and SMS notifications so you can contact your customers how you want, when you want.||Sales management|New business has never been so easy. Manage your lead and on-sell opportunities effortlessly, track your client email communications, integrate with your website leads and access your sales pipeline all in the same place.

Category

Business Applications

Social media

Social media

Targeted
Industries / Customers

Finance
Technology Platform
Azure

Solution

CRM