20Miles is a CRM Software. 20 Miles is a prospecting and relationship management platform for commercial insurance providers. It comes with a centralized dashboard, which enables users to create new workflows, add multiple touchpoints and configure system settings, improving overall client experience.
The primary features of 20Miles include scheduling, data import/export, task management, customizable templates, click tracking, collaboration and more. It allows businesses to set up user profiles, update time zones and generate meeting links for email invitations. Administrators can import or segment contacts into buckets based on lead data and set status as private/shared.
20Miles facilitates integration with third-party applications such as Salesforce, Outlook, LinkedIn and more.
Popular Business Setting
- Mid Market
- Large Enterprise
- Small Business
Peer Recommendations on business needs
Acquire customers, are the most popular goals peers achieved using 20Miles .
It is the best suited for e-mail, e-mail, phone calls, channels.
20Miles does well for a wide range of processes. Peers recommend engagement management, engaging and following up, communication management, as the business processes that they have been most satisfied while using 20Miles .
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Top Failure Risks for 20Miles
First 5 Reports are Free
IT and Other Capabilities