Capture and qualify leads by scanning business cards, digital cards, or event badges. Extract contact information automatically. Save and organize leads in a centralized database. Share leads directly with CRM systems or email.
Track leads with detailed profiles, manage attachments and comments, and customize sales conversion settings. View map-based knock records with colored pins, create leads from the map, and access individualized lead lists.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Manage mortgage leads with in- communication via phone or SMS. Distribute leads, automate marketing, and integrate with loan origination systems. Track pipeline progress and access real-time data for lead management.