Small Business CRM Solution: Free Trial
CRM Solution used by leading companies

Real Words From the Field:

“The tools are just fantastic… These modules are helping us to sustain and grow our business during this slow economy.”

Charlie M.
Owner, CORE Business Systems

“After years of managing my schedules and email marketing campaigns with post-it-notes and white boards I decided it was time to make a change - StarterCRM was the perfect choice for me and the results have been amazing!”

Andrew B.
Owner, AB Consulting

Starter CRM has worked out great! Finding the right contact management and email marketing system is not an easy task for any business. Your solution enabled me to get up and running quickly.

Scott P.

StarterCRM: Features & Pricing

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InsurPro Edition


Store Contact Data

Import Data from Outlook

Manage Your Calendar

Schedule Meetings

Schedule Appointments

Schedule Events

Track Proposals

Carrier & Product Information


Policy & Premium Information


Record and track commissions


Manage Beneficiaries


Create and Assign client-related tasks to employees


Assign & Track Tasks

Create Custom Reports

Analyze Sales Data

Store Transaction Data

Track Campaign ROI

Create Sales Pipeline

Access Sales Document Templates

Create One-time Marketing Emails

Create Ongoing Email Marketing Campaigns

Send Event-Based Emails

Track Customer Issues

Flag Emergency Issues

Prioritize Open Issues

Assign Issues to Employees

View Issues by Product

View Issues by Customer

View Issues by Employee

Create Automated Issue Alerts

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