In our platform we eliminate the need to look through your email app, text app, and phone logs to get up to speed on conversations you have had with clients. Our conversations tab will allow you to quickly see all your conversations you have had with clients in one place.
Navigating thru your pipeline is simple with the ability to drag & drop contacts to any stage in your pipeline. This can also be accomplished thru automation with the use of Custom Triggers.
Custom Campaigns make following up and nurturing a breeze. Creating campaigns allows you to automate repetitive tasks so you can stay in touch with more people and make sure you never miss an opportunity.