Lucinda - l
Lucinda - u
Lucinda - c
Lucinda - i
Lucinda - n
Lucinda - d
Lucinda - a
the Ball
Everything in one place.
The smart Cloud based workflow and CRM solution for brokers.
ENQUIRE TODAY

Come and meet Lucinda.

documentation
Documentation
Documentation
activities
Activities
Activities
marketing
Marketing
Marketing
sales
Sales
Sales
Lucinda is the team member everyone gets along with

Lucinda integrates seamlessly with leading broking systems to securely and effortlessly manage your business workflows end-to-end. See your clients in a single pane of glass from documents and opportunities through to policies, claims and renewals.
documentation

Lucinda is a stickler for everything being in its place.

Lucinda 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 with ease – assign tasks, prepare and track quotes, log every action for compliance. Never miss a renewal again.
activities
marketing

Meet your new Marketing manager.

Lucinda is your savvy marketing guru. A fully integrated marketing module sends dynamic targeted customer emails, manages campaigns and provides detailed insights into effectiveness, so you can have total confidence in your marketing ROI

Sales management

Lucinda has a knack for sales. At the click of a finger, well mouse click, she’ll manage your lead and on-sell opportunities effortlessly, track your client email communications, integrate with your website leads and access your sales pipeline. If only your local Barista was that easy to deal with.
sales
 
border curve

Find out more