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Sales teams lose leads all the time-- not because they’re sloppy, but because they don’t have the right tools. This is especially true for outside sales teams who struggle because they’re using tools designed for inside sales teams.
But we’ve been in the field, and we know better. Our lead management software makes it easy to track your leads because it organizes them the same way that you work them-- geographically.Sneak Peek
If you’re working in an area with apartment complexes or other compact housing, your leads will stack on a specific location. Then you can pull up the lead list to access to view and edit them individually.
Tracking a lead is as simple as dropping a pin at a residence and dispositioning it with a pre built or custom lead status. Collect lead information and use it: you can call, text, or email leads directly from the app. Then you can change lead statuses and track them as you move them through your sales funnel.
When you’ve got a lot of leads and your schedule is getting confusing, appointment notifications help you move quickly without anyone dropping out of your funnel.
Get everywhere you're going faster with an intelligent route planner. Upload and prioritize your leads and appointments and we'll map it all out for you.Learn More
Upload your leads and we’ll map them all out for you so you can track them efficiently.
Attach pictures, videos, PDFs, and more to your leads to provide more information and context for other reps, closers, and techs.
Create custom fields to gather lead data that is specific to your company or industry.
Our software gives you complete control over lead assignment, so if you need to transfer lead ownership between reps, canvassers, closers, managers, techs, or more, go right ahead. You can even reassign groups of leads.