Features

Lead Management

Import, distribute, and track your leads in an easy to use interface. Organize and disposition your leads efficiently!

Calendaring

Setup Call Back reminders and Calendar appointments with your prospects and never miss a call again!

Dialers

Integrate with many third party dialing providers to enable click-to-call and screenpop capabilities!

Affiliates

Extend your sales capabilities by building out affiliate networks to sell your product or services!

Contract Generation

Built-in and custom reporting is crucial to running your business and allows you to run efficiently!

E-Sign

Integrated Electronic Signature of your contracts is built in with Alphatrust or Docusign!

Drip Campaigns

Custom Email Templates and status driven Drip Campaigns to enhance contact with your clients and maximize marketing dollars!

Custom Workflows

Build custom status driven workflows to streamline your sales and back-end support processes!

Reports

Built-in and custom reporting is crucial to efficiently run your business!