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Features

Lead Management for Sales Pros

Reps lose leads all the time— it’s not because they are sloppy, but because they don’t have the tools to keep track of them. Our Lead Management system assures that you never lose a prospect again.

Your reps will have total visibility to any lead that has ever been entered in. You can filter those leads based on current location, appointment time, or level of interest all from your phone or tablet.

You and your reps can:

  • Capture a lead’s information (name, phone number, email, address, etc)
  • Rank each lead based on their level of interest
  • Drop pins on houses/businesses to track lead status
  • Call, text, or email leads directly from the app
  • Auto-populate local addresses and quickly access turn-by-turn directions to your appointment
  • Track current location
  • View and filter lead lists
  • Receive notifications of appointments

Lead Management handles the small, troublesome details that come with tracking leads and allows your reps to spend their time doing what they do best: making sales.

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