All-In-One TurnKey Solution

Need a CRM? A website? Integration?

Look no further than MSICRM.

We can provide a website that you can update and change as you want.  We provide you the foundation and hand you the keys. Our dynamic templates allow your site to be lively and interactive. Here is an example site.

Your website will be customized with your pictures and your products/descriptions.  These are five-page sites (you can always add more) that include your Home page, About, Products, Blog and Contact pages.  The contact form sends data to your MSICRM instance so you can followup with your leads.  The site is secure with an https protocol and backups are provided automatically.

Once signed up, we send you a questionnaire to help us build your site.  You will work with a designer to flesh out the site for layout and pictures and content.

The initial setup and hosting for the year is included in the price.  This includes up to five hours of design and consulting time with additional time billed at our current hourly rate.  Also includes domain name registration and unlimited emails, and tech support via email.
Subsequent years are billed at current renewal rates (currently $150 per year)  on your renewal date.

If you are interested in this offering, please order it via our website.

MSICRM – Updates for December 2020

Greetings Subscribers!

We are very excited to push out a bunch of changes this month.  These were mainly created through suggestions from our clients. 

1.  You have the availability to change your color scheme with the current theme.  Go to the upper right of the desktop and click your username and then click Profile.  On the next page, click the Layout Options tab.  You can then select the color via the Style dropdown.  Default is Day, but you can also change this to Dawn, Dusk and Night.  To see the difference, visit our blog:
Note – we are actively testing a new theme that will have a different layout and color scheme available.  More choices are on the way.  This new layout will have a more compact view to allow more data to be on one screen. 

2.  We are posting videos on the blog page.  I am recording segments and editing these and posting as I can.  There is a 30 minute overview of creating leads, converting to clients and creating applications; as well as setting up email/sms templates; and Google Calendar sync integration.

3.  Alt Address is enabled now for Leads and Clients.   You can now add alt/billing addresses in the system. 

4.  Application Closed Date – a new enhancement to automatically set the Closed Date of an Application when it its Sales Stage is marked Closed Sold or Closed Lost. 

5.  The Lead, Client and Application views have been modified.   We have collapsed several of the subpanels to be closed upon initial opening of the document.  You can open them by clicking on them.  This allows the major subpanels to be hidden from view if not needed – such as Spouse Data, Commission, Mortgage Info, More Information, etc…

6.  Looks like the Add Notes subpanel was inadvertently turned off in Leads, Clients and Apps in late November.  This has been corrected.  You can now use the Create Notes or Attachment button correctly in the History subpanel of each document type.  This is the place to store digital documents such as lead sheets or applications.

7.  No more manually adding a spouse as a client after building the first spouse as a Lead and converting to a Client.  A workflow was added that if you add a Spouse name to the Lead that upon Convert Lead, it creates the Spouse in the Account record for both spouse1 and spouse2.  It is still necessary for you to name the Account in the Convert process as a husband/wife format (ie- “Smith, Bob and Susie”) otherwise it will create the Account as “Smith, Bob” (spouse1).  

8.  We created an Admin role that allows an assistant to view your clients data but hides sensitive data such as social security #, medicare/medicaid numbers and the commission subpanel.  A near-term enhancement is pending that will mask the numbers with **** unless you click on it to the view the data.

9. We’ve integrated our parent company’s helpdesk.  Active clients will receive an email address to send issues. Please put a brief summary in the subject and also keep it to one topic per email. This ticket will be routed to Support and put in the queue to be worked.  You will receive a ticket confirmation and updates.

10.  Release notes will be posted on the blog page also as they get updated.

11.  We are looking to integrate insurance quotes into MSICRM over the course of the next few quarters.  We will focus on Life quotes first but will also explore Health and Medicare.  If you use a specific quote tool, let us know and we will look into its integration feasibility.

Whew!  That was a lot.  Happy Holidays – see you next year!

P.S. Thank you to those that have sent referrals our way.  It means a lot that you care enough to do this!


Theme Colors Are Available

To help users with choices of color schemes, we have enabled all four of the color choices available in the current theme. These include the default Day as well as Dawn, Dusk and Night.

You may select them in your own user profile by going to the user drop down menu in the top right corner and clicking the down arrow and selecting Profile.

Click the Actions button and then click Edit.

Tabs will show up below this and click on Layout Options.

Choose the Style and then click Save.

These are the styles available:

Day Theme – Default

Dawn Theme

Dusk Theme

Night Theme
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