Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Straightforward and crucial, this encompasses everything the seller desires! The sales funnel was crafted for the sales team to save time on strategic tasks, enabling the addition of opportunities with just a click. Utilize the CRM software to oversee the B2B and consultative sales team and their operations. Say goodbye to spreadsheets and disorganization. Gain insights into sales metrics. Ensure that you capitalize on every sales opportunity. Surpass your targets! Never let customers slip away due to inadequate follow-up! Foster relationships throughout the sales journey to close more agreements. This is the pioneering CRM equipped with gamification to boost engagement among the sales team. Inspire and energize sales personnel, maintain consistent team performance, and gather feedback to achieve daily goals. The Acceleration Plan represents the quickest method to guarantee that the Sales Funnel manager and their team reap the full rewards of our CRM. It transcends mere CRM configuration; it involves immersing yourself in your sales approach while leveraging our proven methodology. By doing so, you can drive significant results and enhance team productivity.
Description
The absence of a comprehensive technology platform hampers your mortgage team's ability to efficiently and consistently transform leads into sales, leading to missed opportunities from both leads and pre-approvals due to inadequate follow-up with customers. Furthermore, there is currently no technology available to manage the entire deal flow process—from initial lead to pre-approval, through to approval, ongoing mortgage workflow, document management, and ultimately, funding and sales reporting—integrated within a single platform. Additionally, existing enterprise-level technology solutions lack the scalability and affordability needed to grow alongside your business. Revo aims to boost your revenue by effectively converting more leads into sales through its sophisticated management of leads and pre-approval processes. Moreover, Revo is designed to improve the customer experience by facilitating customized communications and delivering relevant information that aids potential buyers in their decision-making process. By integrating all these features, Revo ultimately allows your mortgage team to operate more efficiently and effectively, significantly enhancing overall productivity.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$24.95 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Funil de Vendas
Founded
2012
Country
Brazil
Website
www.funildevendas.com.br/
Vendor Details
Company Name
Revodoc
Founded
2013
Country
Canada
Website
www.revodoc.com
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
Closing Documents
Yes
Commercial Mortgages
No
Contact Management
Yes
Credit Reporting
No
Customer Statements
No
Document Management
Yes
Electronic Applications
No
Government Loans
Yes
Loan Origination
Yes
Loan Servicing
No
Pipeline Management
Yes
Pre-Qualification
Yes
Refinance Management
No
Residential Mortgages
Yes