Build custom lists where reps can all see the same list but only data on that list assigned to themselves.
Integrations with several phone systems and dialers where reps can work out of one system and one screen.
Data source technology where a unique identifier is put on each source with API post URL’s.
Post data out of the CRM into a clients CRM or clients software platform. Create automatic triggers for posting out of the CRM.
Integrations into several different phone systems and dialers with click to call, screen pops, auto dispositions, and more.
Create unique data sources that allow you to post data into the CRM via a unique post URL. Create auto responders and assignments.
Create auto triggers that post data out of the CRM into a different software platform. Rules and auto settings can be created.
Create dynamic lists where reps can all have access to the same list but can only see data on that list assigned to themselves.
See extensive productivity reports that show calls made, messages left, connectivity, and more. Filter reports on reps and customers.
Completely customize each field in the CRM along with all your intake forms. Forms can be created for each client or each product or both.