Insurance Leaders: Kelly Conway

Our interview for the LoTops blog today is with Kelly Conway of the Fleming & Conway Agency, an Allstate agency with offices in Austin and Round Rock, Texas. I know you and your partner Melissa had experience in the financial services industry before starting your own agency.  What was that [...]

Calendar Syncing In LoTops

We’re happy to announce a major update in our scheduling capabilities inside LoTops. The first piece of the update is that we've made the Tasks Interface simpler and easier to manage.  You can now see your Tasks organized in 3 easy sections: Overdue, Due Today, Due in the Future.  So [...]

Real Time Email Syncing

We're happy to announce a major update in our email capabilities in LoTops. Users with G Suite or Gmail accounts have always been able to sync those accounts with LoTops -- allowing for a host of email capabilities, including seeing your full Gmail inbox in LoTops, email histories filtered by [...]

Setting Automated Reminders in LoTops

We're excited to announce a powerful new feature in LoTops -- automated Reminders. Reminders are emails sent from LoTops to users to remind them of important events, including the birthdays and anniversaries of contacts and allies and when it is time to follow up with a client about a product [...]

The Increasing Importance of Customer Relationships

It's an old truism that business is about people, but it is undeniably accurate.  Customer relationships are at the heart of every business. In fact, happy customers are probably more important to growing a successful business today than they were in the past.  And that's because customers of almost every [...]

Selling Insurance Products

We're happy to announce the launch of a new set of features that allow insurance agencies to better use LoTops to manager their businesses and sell insurance products. Admins in LoTops can now create custom Insurance Products that will allow both Agency and User-specific commission rates to be assigned when [...]

Skip The Forced Upgrades 

Pricing for software should be as simple as possible. Unfortunately, a lot of CRM companies don't make it simple.  They offer multiple pricing plans -- usually designed to make your commitment progressively more expensive over time. You'll start with a 'Basic' plan.  The basic plan might even be free.  But [...]

Import Your G Suite Contacts

We're happy to announce an exciting new feature in LoTops. For LoTops users who are also G Suite users, you can now directly and automatically import your G Suite contacts into LoTops with the click of a button. Simply go to Integrations in User Settings and you'll now see a [...]

Single Sign-On

We're excited to announce that we've added a new feature to LoTops -- Single Sign-On with Google. For those users who have signed up with LoTops using a Gmail or G Suite email address, you can now access LoTops without having to enter your LoTops password. Simply click the blue [...]

Email Visibility Options

When you link your Microsoft (Office 365/Outlook) or Google (G Suite/Gmail) email account to LoTops, you've always been able to see an automatically filtered and updated email history between you and a Contact (or Ally or Lead) in your Emails Tab in that Contact's Profile. But what about the emails that other [...]

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