30+ powerful features to manage your administration & billing
Leads-Prospects
Capitalize on opportunities
- Add and assign leads to internal and external Agents
- Easily create and work a lead list from start to sale
- Track key lead database fields: source, next step, status
- Track leads calls and interactions
- Customize lead tracking options
- Extensive search capabilities to find leads quickly
- Import leads from 3rd party sources
- Round-robin leads between sales representatives
- Add, edit and view lead notes
- Send custom and personalized marketing emails
- Bulk email lead lists with marketing messages
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