Customer Spotlight: The Lead Exchange Finds Reliability and Ease-of-Use Switching to Zoho CRM

lead exchange


Industry – Insurance

Size – 11 – 50 employees

Type – B2B 

The Lead Exchange is a revolutionary platform designed to help insurance agencies be more competitive in today’s challenging marketplace. Our mission is to enrich our partner agencies by giving them access to all the standard markets available in the state of Florida. Utilizing cutting edge technology, a dedicated sales team of insurance professionals, and the most competitive pricing available, we can give your agency an edge over the competition.

Challenges: Quickly finding a reliable, easy-to-use CRM

We were using an alternate CRM, and even lost our data when the company did an update to their system. So we wanted to shift to a CRM that would be easy to implement, full-featured, and guaranteed not to ‘put us out’ for any period of time, sincewe were not prepared to lose even a single penny.


“Knowing what you want and what your business needs is more vital than ever.”

CRMs should facilitate growth and provide clear and actionable sales data.. A CRM also needs to be scalable over time and remain easy-to-use so your business can continue to serve its customer base. That is what excited us about Zoho. It seemed to embody exactly those values. 

Tools that helped us grow:

1) Customization

2) Migration


The Lead Exchange’s transition to Zoho was ultimately straightforward and problem-free. Right off the bat we have seen a lot of benefits in terms of productivity. Zoho makes communication with our partner agents so much easier, and we are really glad we made the switch.

“When we called Zoho, we were able to start speaking to a sales           representative right away. All of our basic knock-out questions in terms of capability, what we needed for the system, etc. were answered in short order.” – said Mitchell, Director of Agency Sales, The LeadExchange.


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