CONTACTS

Import contacts directly from 3rd party lead sources

Keep track of notes and correspondence

Record multiple addresses & contacts per record

Keep track of contacts with lead sources & tags

Maintain files associated with contacts

Track referral and lead sources

Prompted when duplicate contact found

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Capture and be reminded of important dates

Comprehensive search capabilities

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CALENDAR

Manage deadlines and capture important dates

See all events and tasks, daily, monthly, weekly

When task is completed, automatically prompts for next activity

Automatically move past-due events to tomorrow

Use plans to automate repetitive tasks

Get email notifications for activities and tasks and import into other calendars

View calendars for all team members to appointment times

Collaborate & assign tasks to other members of your team

REPORTING

Activity reports – detailed & summary – on all activity by agent, lead source, outcome, etc

Track activities & calls

Discover which lead sources work and which don't

Find out how many leads are turning into appointments

Create & send bulk emails to contacts

Create automated emails such as monthly newsletters

Set rules for 3rd party leads so system only captures valid information

Designed to work seamlessly between inside sales and outside sales

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