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lead management

Manage your sales cycle more effectively and keep your teams in sync.

LEAD MANAGEMENT

Follow up fast

Respond to leads quickly with personalised, automated email and SMS comms. Trigger actions and tasks for your sales teams and community managers automatically.

  • Broker integration and effective lead management
  • Auto-assign leads and inquiries to your sales team
  • Integrate web-to-lead forms to your website
  • Respond to emails directly from within the platform

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COWORKING PIPELINE MANAGEMENT

Plug into more than 20 lead broker feeds

  • Leads are auto-assigned based on your pre-defined rules
  • Great insight into what marketing channels work best
  • Personalised content, confirmations and reminders
  • Receive incoming broker leads with a real-time stamp 
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LEAD MANAGEMENT WITH FASTER CONVERSION RATES

Keep track of interactions

Capture critical data on your prospects by attaching inbound and outbound emails to the corresponding records.

  • Create a single view of prospect data that your teams can access during the sales cycle
  • Build a profile that will help with conversions, onboarding and renewals
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IMPROVED CUSTOMER LIFECYCLE MANAGEMENT

Stay in control each step of the way

Plug in more apps to help you stay efficient and run more engaging marketing campaigns

  • Create mailing lists based on profile information to keep prospects engaged
  • Build workflows to notify the right teams on any changes on a record

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