Who Uses This Software?

Insurance - Professionals Employer Organizations - Human Resources companies. We also connect them to their partners and 3rd party vendors.


Average Ratings

3 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $24.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • I-Group
  • www.i-linked.net/
  • Founded 1998
  • United States

About i-linked

CRM system focusing on the PEO (Professional Employer Organization) and insurance industries. CRM for brokers, agents, PEOs - 75% reduction in PEO sales cycle - Referral Management - RFP Submission Management - One to one PEO / Broker Management - One to many PEO/Broker Management - One to many Brokerage/Agent Management - PEO quoting - Online commissions - Online fulfillment of all RFPs, forms and contracts Pre-filling of all forms-apps-contracts - Lead Generation - DataMining - Marketing


22170

i-linked Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

i-linked Reviews Recently Reviewed!

Great workflow and loaded with features

Apr 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Loaded with features and always adding more and not pointless stuff either features that are actually useful! Customer support is outstanding, they are super responsive and are always looking for feedback and ways that they can improve the software. There in software email and messaging makes it easy to contact clients right from within the system easy and convenient.

Cons: I'll let you know if I come across any.

Overall: Great piece of software. really helps manage all of my accounts and makes the whole process of working the account go much more smoothly. Any time I've had an idea about a feature, support was more than willing to discuss it with me and that in and of itself is amazing. They are always adding new features that increase ease of use and functionality. This is probably one of the best CRMs I've used. very pleased with the customer support and the features. everything else is great too but they really shine there!

Vendor Response

by I-Group on April 17, 2017

Thank you for your kind review Russell. We know it is you guys that we work for! Our goals are simple to maintain, provide the best experience we can to every user we touch. Please don't hesitate to let us know how we can help you best reach your goals. Lee Lee Tuck i-group, inc.

i-linked CRM Is A User Centric Software That Has Allowed Me To Process More Business Efficiently.

Nov 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I use the i-linked CRM to conduct all aspects of my business as a PEO brokerage from the time the initial lead comes in, through the sales and set up process, and to conduct follow up after the sale. i-linked allows me to input all data, store all documents, pre-fill needed forms, send all forms/docs, and communicate with all involved parties in one place. It also allows complete transparency and accountability with a running history of messages/notes and status updates as the process moves forward. i-linked has easily increased productivity by 60% for my company by linking the lead suppliers, brokers in my organization, and the PEO's I submit business to. I would recommend i-linked to any business in the PEO industry whether you are an independent broker, a large brokerage, an MGA that supplies leads to brokers, or a PEO that writes the accounts.

Vendor Response

by I-Group on November 11, 2015

Thank you for your review. Our goal is to help our clients and partners grow. Every year we serve you represents a new opportunity to help you grow the business you want!

We put i-linked into our company a little over a year ago. The difference has been amazing!

Nov 09, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: There are a lot of pros to the system, especially if you're in the employee leasing business. The software is designed specifically for the PEO and health world. The software does have a few limitations that I would love to see filled up, but I have seen that with each new release from the software it serves to erase another small irritant that I have with the system. Overall, the small concerns that I have with the program do not amount to enough to make me regret signing on with them.

We instituted the system at our company a little over a year ago and the difference has been amazing. Our ability to track our clients, move files efficiently through our office and in general increase the efficiency of our support staff has been nothing short of amazing. There are other CRM's out there that we have worked with, and I can't speak to all of them, but I personally find i-linked to be much more user-friendly, customized to our industry and more customer service oriented than any of the others that we have used previously.

Vendor Response

by I-Group on November 11, 2015

Thanks for your review of i-linked.net! We appreciate your business and look forward to being a catalyst in your growth!