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.
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.