From customizing your CRM from the ground up to optimizing your data, we can help you get the most out of your sales system. We sit down with you to understand your business goals and with input from you, put together a custom database to manage your leads and sales process.
Manage all of your leads, contacts, referral sources and residents in one system! Our user friendly interface allows you to quickly add information and activity to profiles. Our workflow automation ensures that leads do not slip through the cracks!
Use the data in the system to compare performance and measure sales trends year over year. View reports by company or individually by community. Create custom filters and views and export your reports to an image, PDF or Excel.
Use our Smart Form Builder to completely customize your system. Label each term to emulate your company's "lingo." Create your very own database without a hefty monetary investment. Even better, change your system whenever you need to!
Create a best in class system using our API. Our developer website comes complete with instructions and examples for integrating your web forms and landing pages as well as billing and EHR systems. We also have plugins for text messaging, SEO and mass email.
Gathering data is the key to sales and marketing success. Our specialized sales and marketing features allow you to
capture leads from your internet forms, pull segemented lists of leads, track the ROI of different campaigns
and watch your census grow!
We can add plugins to your system to optimize the information at your sales staff's fingertips.
Add the Zillow Zestimate plugin to easily see the market value or the rental market rate of a lead's property. Additionally, you can use this app to verify the correct address for leads. Easy links allow you to go directly to Zillow for more information.
Add our SEO tracking code to your websites and monitor when your leads are surfing your website. With SEO integration your sales people will have the inside knowledge regarding what your leads are clicking on for information.
It's time to combine your marketing efforts and your sale process. Not only can you integrate your Outlook email with our system, but we partner with marketing automation providers to offer mass email and automated message capabilities.
Our team has crafted more than 50 custom report templates tailored to show sales and marketing activity and performance. The best part is that you can edit these templates to create new reports that work for your company.
Our extensive background in sales and automation allows us to understand the value of a consistent process.
Achieve your goals faster and easier with customized workflow automation.