Track Sales Leads From Click to Close
Adopting new software is a hastle, especially when you’re trying to improve your company’s productivity. That’s why our lead management solution offers an intuitive design that reduces training times and boosts adoption rates.
Rank your Leads
Prioritize qualified leads who are ready to close over those who need more work.
Save time and resources by automatically assigning leads to the right sales person by performance or region.
Track Lead Progress
Organize your follow-ups and schedule meetings. Configure reminders to help you stay on top of things.
Lead Management Features
Intuitive User Experience
Simple and clean UI designed to require as few inputs as possible by the end-user.
Mobile and Desktop Accessible
Polished Mobile application enables optimal usability for agents working on the road.
Inbound and Outbound Communication
Integrated Voice over IP, Text and Email messaging.
Sophisticated Distribution Methods
Automatically assign leads based on proximity (geo-location API), performance metrics, or custom-defined logic.
Define lead re-assignment parameters. Move expiring leads from inactive agents to top-performers.
Intelligent Disposition Workflows
Dispositions requiring follow-up actions automatically create events in an integrated calendar.
Analytical Insight on Lead Conversion
Create and export reports to gain valuable insight to your sales campaigns.
Integrate with EvolveEnroll
Converted leads generate automatic web applications with the insurrance carrier.