Lead Management
Simple, intuitive, effective...our Lead Management system gives you the freedom to do business YOUR way.
Dashboard
One-click access, progress at a glance, plus postings on important news and announcements.
Smart Phone Notifications
Work the lead from your Smart Phone while all responses and communication are captured in the tool.
Email Templates
Create professional email templates to respond to leads at any point in the sales process. Users can respond directly from a lead without ever typing a word.
Integrated Email Campaigning
Filter customer lists and create unique email campaigns for a specific target market. More effectively execute unsold follow-up and post sales follow-up. All responses are integrated, turning marketing campaigns into true lead generation programs.
Activity Plan Manager
Create plans for any lead source to automatically deliver follow-up activities to sales or service users.
Lead Export/Import
Export or import leads by source in Excel or CSV format for mail merges or import to/from another system.
Job Aid Library
Featuring animated demos that allow you to build knowledge at your convenience.
Simple, intuitive, effective...our Lead Management system gives you the freedom to do business YOUR way.
Dashboard
One-click access, progress at a glance, plus postings on important news and announcements.
Smart Phone Notifications
Work the lead from your Smart Phone while all responses and communication are captured in the tool.
Email Templates
Create professional email templates to respond to leads at any point in the sales process. Users can respond directly from a lead without ever typing a word.
Integrated Email Campaigning
Filter customer lists and create unique email campaigns for a specific target market. More effectively execute unsold follow-up and post sales follow-up. All responses are integrated, turning marketing campaigns into true lead generation programs.
Activity Plan Manager
Create plans for any lead source to automatically deliver follow-up activities to sales or service users.
Lead Export/Import
Export or import leads by source in Excel or CSV format for mail merges or import to/from another system.
Job Aid Library
Featuring animated demos that allow you to build knowledge at your convenience.