We are an insurance agency and are looking for a simple management program for insurance clients that meets the following requirements:
- Documentation
- Selections
- Correspondence with templates
- Automatic emails to customers, e.g., on their birthdays
- Interface with MS Outlook and Lotus Notes
- Runs on MS Windows and ideally also on Android phones
- Preferably web-based
We plan to have 2–5 software workstations.