THE ONE AND ONLY CRM YOU'LL EVER NEED
Let us help you build the systems to facilitate marketing, sales, and project management.
Our Promise To You
Using the expertise we've built creating systems for our own Lead Generation Company, we promise to build you a software that will help you and your team book more, sell more, and deliver more. What we're offering is more than just a CRM. It's a system. It's a way to gauge company health at a glance. It's a way for you and your team to get more done with less time
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THE FEATURES WE KNOW YOU CARE ABOUT
LEAD TRACKING
Look at lead information, statuses and all conversation history from calls, texts and email all in one screen.
PROJECT TRACKING
Track project statuses, tickets, hold ups, scheduled delivery, etc.
REP ACTIVITY TRACKING
Track individual's, team's, and division's production, conversion rates, follow up activity, etc
FOLLOW UP AUTOMATIONS
We can help you build customized automations for customer communications. Ex: Appointment Reminders, Cancelled/Rescheduled Follow up, Referral Requests etc
WORKFLOW AUTOMATIONS
Assign tasks, send text/email reminders based on project and lead statuses to help employees manage their day
POWER DIALER
Group your leads, and follow ups into a power dialer that dials for your employees
CUSTOMIZED DASHBOARDS/REPORTS
We'll customize your dashboards and reports, so you and your team can know production, efficiency and financial health with a few clicks of a button.
CUSTOMIZED LEADERBOARDS
We'll help you build custom leaderboards based on production, or any other metrics you're tracking. We can also build leaderboards for any competition you're running
CUSTOMIZED COMMISSION PAGE
Your team will be able to view their own commission page to easily track pipeline value, what's been paid and what's pending.
DIGITAL BUSINESS CARDS
Stop wasting paper that just ends up in the trash. Send sleek digital business cards with rep pictures and even tack on rep reviews
CALENDAR
Manage sales appointments, follow up times, project schedules neatly organized in one platform
Invoice/E-signature
Send invoices, process pay, and send contracts/agreements