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Custom CRM (Marketing (Activities, Tasks, Appointments, Dashboard),…
Custom CRM
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Services
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Leads Management
- Add leads into the CRM as and when you get them
- Bulk uploads thousands of leads in a go
- Assign follow up date to leads and system will l then guide you which lead is to be followed up when
- For agencies, agency owner can assign leads to agents
- Automated rule setting for leads assignment to agents depending on geography, product and many other rules.
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- Ability to select which fields should appear on lead forms to allow you to see what you need
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