Comprehensive Lead Capture
Capture leads from web forms, social media, and third-party apps, and bulk import them from spreadsheets for fast setup.
Automated Lead Assignment
Automatically route leads to team members using intelligent routing, ensuring no lead is left unassigned or missed.
Lead Prioritization
Use smart filters and custom fields to prioritize leads, tracking them through the sales pipeline for timely follow-up.
Multi-Channel Engagement
Engage leads via telephony, SMS, email, and social media, nurturing them with personalized, cross-platform communication.
Conversion Tracking
Seamlessly transform leads into customers, tracking KPIs to improve policy issuance rates and optimize sales processes.
Activity Tracking
Monitor lead interactions and set reminders to ensure timely follow-ups, using a history feed to track all activities.
Document Management
Upload, download, and manage documents related to leads, ensuring easy access to vital information during the sales process.
Collaboration Tools
Share notes, tasks, and reminders among team members, improving communication and enhancing collaboration on lead management.
User-Friendly Dashboard
View lead status, conversion rates, and team performance metrics at a glance with a clear, intuitive productivity dashboard.
Systems Integration
Seamlessly integrate with CRM and marketing tools to streamline workflows, centralize data, and enhance operational efficiency.
Mobile-Responsive Reporting
Enable managers to access key reports on the go with mobile-responsive features, ensuring critical data is available for fast, informed decisions anywhere.