Organize



  • Quickly filter, search and prioritize data
  • Status groups keep things organized
  • Calendar collects your reminders and events
  • Mobile-friendly site



Integrate



  • Hundreds of integrated partners
  • Aggregate leads from almost any source
  • Import with intelligent column mapping
  • Export various file formats
  • Web services connect to 3rd parties

Communicate

  • Auto dial the moment a new lead arrives
  • Power dial quickly through a list of prospects
  • Click-to-dial with just your browser and phone
  • Inbound calls generate leads when your phone rings
  • Local presence displays a local caller-id
  • Automated email campaigns engage prospects
  • SMS messaging notifies new leads immediately



Distribute




  • Push leads to your team with an intelligent round-robin
  • Pull logic allows users to self-assign leads
  • Rules allow you to fine-tune your distribution logic
  • Redistribute unopened leads automatically
  • Share lead access with two users at once

Customize


  • Field templates for many popular verticals
  • 100 customizable fields for any purpose
  • Columns can be added, removed and rearranged
  • Statuses can be customized for your own workflow
  • Merge your own PDF forms with data



Analyze




  • Dashboard shows what's going on with your leads and your team
  • Appointments and reminders are easily accessible
  • Reports calculate metrics, mine data and more
  • Always know how efficiently your team is working
  • Add your own customized reports
  • Track email opens and bounces

Scale


  • Four levels of user security
  • Link multiple branch offices together
  • Database isolation for larger clients
  • Bank-level security and encryption