features

CRM Features

Key Features of CRM

Drip campaigns for 9+ different Lead Types

Implementing tailored drip campaigns for nine distinct lead types to optimize engagement and conversion.

Automated Appointment Reminder Campaigns

Streamlining efficiency with automated appointment reminder campaigns for seamless client communication.

Custom Website

Crafting a unique and tailored custom website to reflect your brand's identity and meet specific business needs.

Multiple Lead Landing Pages

Optimizing lead generation through the creation of multiple targeted landing pages to capture diverse audience segments.

Real-Time Lead Integration

Ensuring swift decision-making with real-time lead integration for immediate access and responsiveness.

Virtual Scripts

Enhancing customer interactions with dynamic virtual scripts for personalized and effective communication.

Holiday Email Campaigns

Craft compelling holiday email campaigns to captivate your audience, spreading seasonal joy and driving meaningful connections.

Closed Policy Follow-Up Campaigns

Ensuring client satisfaction and retention through strategic closed policy follow-up campaigns that offer ongoing support and reinforce the value of our services.

Social Media Posting

Strategically enhancing brand visibility and engagement with curated and consistent social media posting.

WAVV Integration

Seamlessly integrate WAVV for enhanced security and authentication, fortifying your digital ecosystem with advanced protection measures.

The top platform built By Agents For Agents to manage lead generation, follow up, two-way texting, pipeline, scheduling, conversion and so much more.

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