Organize
- Quickly filter, search and prioritize data
- Status groups keep things organized
- Calendar collects your reminders and events
- Mobile-friendly site
Integrate
- Integrated with your lead partners
- Aggregate leads from almost any source
- Import with intelligent column mapping
- Export various file formats
- Web services connect to 3rd parties
Communicate
- Insta-Call the moment a new lead arrives
- Click-to-Call with just your browser and phone
- Power dial quickly through a list of prospects
- Inbound calls generate leads when your phone rings
- Automated email campaigns engage prospects
- SMS messaging notifies new leads immediately
- Two-way SMS further engages prospects
Distribute
- Push leads to your team with an intelligent round-robin
- Pull logic allows users to self-assign leads
- Rules allow you to fine-tune your distribution logic
- Redistribute unopened leads automatically
Customize
- Field templates for many popular verticals
- Customizable fields for any purpose
- Columns can be added, removed and rearranged
- Statuses can be customized for your own workflow
- Merge your own PDF forms with data
Analyze
- Dashboard shows what’s going on with your leads and your team
- Appointments and reminders are easily accessible
- Reports calculate metrics, mine data and more
- Always know how efficiently your team is working
- Add your own customized reports
- Track email opens and bounces
Scale
- Four levels of user security
- Link multiple branch offices together
- Database isolation for larger clients
- Multi-level security and encryption
