Elevate your workflows with our custom lead management solutions. We specialize in automating complex workflows. Our advanced routing can direct sales inquiries to the appropriate channels, and generate auto follow-ups to prospects, reducing drop-off and increasing conversion rates.
Our systems are adept at handling multiple pathways based on qualifying factors, ensuring leads are nurtured according to their specific needs and status. For instance, a brokerage firm leveraging our solutions can add an application directly onto their website, and automatically distribute prospect information to multiple partners based on the partner’s specific underwriting criteria, ensuring a tailored and timely response that maximizes speed to lead and opportunities for conversion.
Automate the process of entering lead and customer data into your CRM.
Upon a selection by the user or client, such as a service choice or interest indication on a form, the system automatically identifies and sends out the relevant document.
This could range from contracts to brochures, directly addressing the user's specific needs without manual intervention.
When a new inquiry arrives from an existing client, our system immediately updates their existing record with the new information.
This ensures a comprehensive and up-to-date history of all interactions and inquiries, enabling seamless tracking and management of client relationships.