Out of the box we offer key user levels that exposes or limits access to areas of the CRM. We provide you with a default list of the following; however, you have the ability to customize users and leads flow

• Admin
• Manager
• Employees
• Partners
• Affiliates
• Buyers
• Store Locations

Define Roles For Each User Or User Group

Limit access to the system based on defined user roles. Access can be granted at an individual user basis or defined by user group. This is important if you are going to grow. Lead data should be restricted on a need to know basis. Depending on how your business operates you can set up management and skill tiers to only offer data to key members within your organization, or limit only sales leads data to your employees.

Create custom workflow statuses that dynamically display on the left sidebar for easy navigation and data management. Allow visibility to all or select user or user groups. This can be done with just a few clicks within the user roles.

Create Lead Campaigns

Create new lead campaigns and generate affiliate links with just a click of a button. Once your work flow is set up and the new form is integrated into your website, you have the ability to create thousands of campaigns all trackable to your website via campaign links or API keys. Better yet, we have the ability to dynamically generate custom phone numbers for each one of your campaigns or affiliates to take your marketing further with trackable phone numbers.

Do you need a place to store marketing creative that you pass to affiliate? With our campaign creation tool you have the ability to add banners, graphics, phone numbers and content to help your affiliates or marketing team succeed.

Define Commission Sales

Define and implement bonuses for closed sales based on an individual level or group level and integrate it directly into your accounting solution, or use our accounting features built in the software.

We start you off with a few basic fields for your new phone leads, but offer the ability to build a customizable form for the data you need when working your leads. Don’t limit yourself with other solutions.

Upload Files To Sales Records

Upload any files tied into each sales record. Centralize all your customer data and upload any necessary files to close the sale. Do you gather documents for loan origination, or mortgages? Do you need a central database to store documents from your customers? If yes, then this is the perfect solution for you.

Use a web launcher and our software to track your incoming phone leads from multiple channels. See which sources produce the highest quality and view in real time which employee is handling the most call and applications. It’s easy to set up and an accurate solution if you’re running multiple call campaigns.

Dispositions

Create custom dispositions so you can see what’s going on with your leads by percentages. Quickly discover the reasons as to why your leads might not be doing as well as they should. Out of the box dispositions include:

• Wrong Number
• Disconnected Number
• Duplicate Record
• No Contact
• Converted

On a global level you have the ability see all active users in the system to manage your staff accordingly. See exactly what records your staff is working on in real time.

Timestamps

We put timestamps on everything! Every record is time stamped from when it enters the system and the record is updated. View an audit log or a running list on the left sidebar of all the notes entered on each specific customer.

If you want control over your lead flow, this is the ultimate. Pass only your highest quality leads to your closers, or customize it to your desired needs.

Schedule Notifications

With a click of a button you can schedule a popup notification to call back a consumer or have the system send you an email reminder. Perfect for any busy operation that sometimes lets leads slip through the cracks.

If you send out canned emails to your clients this is the one of the best solutions. It customizes every email based on the information on the consumer’s record. Utilize this tool for an increase in sales or simply any additional way to reach your customers.

Chat Tools - Coming Soon!

With a click of a button you can schedule a pop-up notification to call back a consumer or have the system send you an email reminder. Perfect for any busy operation that sometimes lets leads slip through the cracks.

At the global admin level you have the ability to masquerade as your staff members, partners, managers or buyers and view the system as they see it to help trouble shoot or ensure the lead flow is streamlined.

Lead Types

Do you offer multiple products? Create multiple lead types and delegate the leads accordingly to the channels you have customized based on your users and user skills.