Owners and CEOs


Agency Owners: Control leads that are coming in and who they are assigned to, track user activity/productivity, track sales pipeline to make decisions on lead sources and processes. If they are a one-man show, they are also using it to track leads.

  • Identify your best lead sources
  • Automate your sales process to ensure leads are being followed up with efficiently
  • Lead nurturing to get the most out of your purchased leads
  • Tracking and monitoring leads from capture to close


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