Effortless Client Management, Process Automation and Business Intelligence for your Practice.
Read about how we've helped 140 brokers throughout Australia and New Zealand
Onboard more clients and process more renewals with AI tools that automatically track all client interactions through emails, phone calls and appointments.
Gain insights with business intelligence that consolidates all activity in one place alerting you to what's important.
Intelligent AI bots that analyse client sentiment, processes documents, respond to emails and forecast future scenarios.
Powered by the latest Microsoft tech. ICRM Integrates seamlessly with your existing Microsoft Apps and Tools.
Claim back your time....by automating your on-boarding and renewal process with AI-driven Client Activity Tracking, Sentiment Analysis and Automated Client Follow Ups.
ICRM will draft and send emails for you and notify you when to take action on critical accounts!
Let the robots do the work! We'd love to show you how ICRM works.
