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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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

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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