Alternatives to MLO Shift

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Mortgage Quest is an automated CRM and email marketing system for the mortgage industry. The wide range of industry-specific content, marketing strategies, and prospects increase sales from customers, past and current customers, as well as referral partners such Realtors. It includes a weekly mortgage and real-estate newsletter, premade mortgage videos emails, holiday, birthday, and loan anniversary ecards, and many other content options. There are also social media marketing services. You can auto-post our content to Facebook and Linkedin.

No coding, no server skills needed! LanderLab allows you to create, edit and publish responsive landing pages that convert in just a few clicks. Choose from a variety of ready-to-use templates, or import your existing landing pages as.zip files or directly from URLs. With our built-in Visual Editor, you can easily modify images, headlines, calls to actions, or any other part. Every visit can be converted into a lead You can create beautiful popups or lead capturing forms that you can embed on your landing pages. Integrate your preferred lead management CRM such as Mailchimp, Getresponse or others to automatically push leads into your campaigns/lists Advanced Visitor Analytics Don't miss out on important insights about your visitors. LanderLab's integrated analytics solution allows you to monitor the performance of your landing pages in real-time. Track performance (visits, clicks, leads, etc) by Country, City, Device Type, OS, Connection Type, Browser, etc.

Introducing the most user-friendly CRM software tailored specifically for residential mortgages, which unlocks the potential for expanding your mortgage business. Boost the number of services offered to each household with MyCRMDashboard, which seamlessly integrates with top-tier mortgage marketing campaigns and simplifies the follow-up process with your contacts. Designed for efficiency, this mortgage CRM saves you both time and resources through its automated campaigns, while also producing leads, referrals, and testimonials for loan officers. By utilizing this tool, you can achieve three times the amount of repeat business and increase referrals by over 5%. Most importantly, it ensures customer loyalty for life, enabling you to assess and enhance customer satisfaction effectively. This platform serves as a comprehensive solution, allowing each Loan Officer to manage their database and the leads generated automatically. Recording activities is straightforward, and follow-up tasks can be scheduled instantly, ensuring that you never overlook another potential lead again. With this effective CRM, you can transform your approach to customer relationship management in the mortgage industry.

ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.

Teknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective.

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

An effective CRM system designed to keep track of all showroom visits, bookings, vehicle transactions, loans, and payment timelines is essential. You can establish revenue-based sales goals for various periods such as monthly, quarterly, or biannually. Additionally, it's possible to set, oversee, and evaluate sales targets for both your enterprise and the members of your banking sales team. This tool allows you to assess and enhance the sales performance of your business and sales personnel alike. You can easily check the status of every follow-up and prioritize leads to expedite the process of opening new accounts. Furthermore, by evaluating the condition of each lead follow-up, you can strategically prioritize efforts to boost sales more efficiently. Ultimately, this CRM empowers you to streamline operations and maximize your sales potential.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

Intuitive, intelligent, and comprehensive, Mortgage iQ elevates your business performance. Offering Mortgage CRM, Lead Management, and Marketing solutions for Retail, Wholesale/Correspondent, and Consumer Direct Lenders, we ensure your needs are fully met. Our robust CRM platform is designed with the capabilities necessary to support every department within your organization. By enhancing your operational efficiency, Mortgage iQ allows you to harness its advanced list management features to concentrate on the crucial relationships that drive success. Trust Mortgage iQ to guide your interactions; our dedicated team will help you set up targeted touchpoint campaigns or "tracks" for borrowers, transactions, Realtors, and other valuable partners in your network. With our intuitive Template Editor, you can easily create stunning templates for impactful communications, whether for drip campaigns, mass outreach, or one-off messages. The demand from leading originators is clear; shouldn’t you join them in leveraging Mortgage iQ? Experience the transformation that comes from utilizing a platform tailored for your success.

Aidium serves as the premier all-in-one CRM platform tailored specifically for mortgage professionals, enabling you to optimize your workflows, enhance deal closures, scale your business, and boost your return on investment. Elevate your loan origination process with Aidium’s advanced lead conversion software, which is specifically engineered to streamline lead management, nurture potential clients, and convert a greater number of leads into successful mortgage transactions. With its automation capabilities, Aidium's Mortgage CRM simplifies your operations, fosters better client relationships, and increases lead conversion rates through smart workflows and data-driven strategies. The marketing tools offered by Aidium comprise a robust array of resources that enhance lead generation and elevate client engagement, ultimately driving higher conversion rates and expanding your loan portfolio. Each member of your team can access the pipeline and follow up as necessary, ensuring that if multiple team members are communicating with prospects, all of their activities can be tracked in a single, user-friendly interface. This centralization of information not only improves collaboration but also ensures a seamless experience for both your team and clients throughout the mortgage process.

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

The user-friendly interface is designed to help teams efficiently convert more leads while saving valuable time. Enhance your outreach with automated follow-up features that keep the conversation going. With tailored workflows and always-active auto responders, your team will ensure that no message goes unanswered. FlowUp streamlines follow-up interactions seamlessly across various platforms. Engage with prospects using Voice, Ringless Voicemail, and SMS channels to boost response rates and drive sales growth. Extend your drip campaigns beyond just the email inbox. FlowUp allows you to create interactive, trigger-based customer experiences tailored for each scenario across a variety of marketing channels. You can integrate Text, Voice, and Ringless Voicemail into your onboarding, follow-up, and support strategies, ensuring you remain connected with your leads at all times. With FlowUp's capabilities for inbound communication, you can reach out to leads 24/7, even during off-hours, maximizing your engagement opportunities. This comprehensive approach ensures that every potential customer feels valued and informed throughout their journey.

Transforming visitors into potential leads and guiding them toward becoming loyal customers involves various strategies such as landing pages, forms, and effective email marketing. Utilizing marketing automation alongside lead management, and incorporating live chat and messaging can significantly enhance engagement. To effectively generate and nurture an increasing number of leads, you will need a comprehensive set of tools aimed at expanding your business. Elevate your website’s lead generation efforts by integrating lead forms, overlays, and dedicated landing pages with automated follow-up systems. Daily, numerous prospective customers explore your website while considering their next purchase, but the key lies in initiating a conversation that allows you to influence their purchasing choices rather than leaving it to competitors. By embedding lead forms within your existing website layout and employing overlays, you can effectively convert visitors into leads across various sections of your site. Additionally, strategically pairing landing pages with pay-per-click (PPC) and social media campaigns can further enhance your outreach. It’s also crucial to implement automated email nurture sequences that encourage leads to return consistently, ensuring a lasting connection and fostering trust in your brand. With these strategies, you can create a robust pipeline that helps turn interest into sales.

Market Quest is an advanced yet user-friendly database marketing and customer management tool that enhances sales and provides a competitive edge while maintaining orderliness. With its capabilities to send E-cards, newsletters, videos, and offer numerous customization options, Market Quest seamlessly integrates into your website to capture entry forms and assign them to a sales representative, ensuring no lead is lost and fostering customer loyalty for future referrals. Designed for busy sales teams and marketing departments, our automation system simplifies the marketing process, enabling users to effortlessly add contacts to the database. Once added, these contacts automatically receive newsletters, birthday E-cards, holiday greetings, and seasonal messages, along with other drip marketing initiatives. This sophisticated automation system is adaptable for both individual sales professionals and teams, streamlining their marketing efforts and enhancing productivity. Ultimately, Market Quest not only boosts efficiency but also cultivates lasting relationships with customers, paving the way for sustained business growth.

LeadLocate is a comprehensive platform designed for automotive lead generation and customer relationship management that enables car dealerships and sales professionals to effectively capture, qualify, and convert exclusive leads from both buyers and sellers in real time. The platform ensures that inbound and seller leads are delivered instantaneously within specified geographic areas, employing a unique three-point quality assessment that checks for locality, valid contact information, and active purchase intent to maximize conversion rates. With advanced automation features, it simplifies the process of prospecting and following up through various channels, including SMS, email, ringless voicemail, and voice calls. Additionally, its integrated CRM capabilities offer customizable lead capture forms, marketing templates, referral initiatives, mobile push notifications, and an AI-driven follow-up assistant to enhance user experience. The system also supports seamless integration with existing CRM solutions via standard XML ADF, while personalized account settings adapt lead streams to meet the specific demands of local markets. This ensures that dealerships can respond promptly to changing market conditions and customer needs.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

Discover the most straightforward CRM software tailored for the real estate sector. Unlock the potential to expand your real estate business with MyLeadDashboard, which seamlessly integrates powerful multi-year client follow-up campaigns. This innovative platform enables you to maintain connections with clients and contacts with ease. Designed with user-friendliness in mind, MyLeadDashboard helps you conserve both time and resources through automated campaigns that attract leads, referrals, and testimonials. You can expect to see a threefold increase in repeat business and over 5% more referrals thanks to its effectiveness. The system aims to foster lifelong customer loyalty while also tracking and evaluating customer satisfaction levels. Here is where all essential functions converge. This user-friendly, cloud-based CRM empowers each real estate agent to manage their database and benefit from automatically generated leads. Recording activities is a breeze, and follow-up tasks can be scheduled in an instant, ensuring that you never overlook another potential lead. With MyLeadDashboard, you can transform your client relationships into lasting partnerships.

We don't identify as a CRM; rather, we specialize in Conversation Software. Bonzo enables business owners to engage in large-scale conversations and amplify their voice through straightforward automation and genuine outreach. With our platform, you can effortlessly create automated workflow campaigns utilizing five follow-up channels: SMS, email, video, calls, and voicemails. Tailor your communication to resonate with your audience by using custom data fields that reflect their identities and needs. Our mobile app, Bonzo Go, allows you to interact with prospects seamlessly. Leverage our tested, ready-made campaign templates to foster inbound conversations effectively. You can be operational in just minutes, sending bulk texts, emails, and voicemails to your contacts with only two clicks. Manage your interactions and contacts with ease, setting reminders for follow-ups, sending documents, or checking back in with prospects. Additionally, you can distribute leads among team members in a round-robin fashion and monitor each lead's development. This streamlined approach not only saves time but also enhances your overall engagement strategy.

Our platform equips both agents and customers with automated diagnostics for home networks, along with straightforward troubleshooting guidance, allowing them to pinpoint the cause of WiFi connectivity problems and achieve a solution on their first attempt. The RouteThis Discovery App utilizes the user's mobile device to gather comprehensive data about the configuration and environment of the home network, enabling it to automatically detect the underlying issues causing potential WiFi disruptions. In addition, the RouteThis Dashboard serves as a centralized tool that grants agents immediate access to the customer's home network status, providing clear instructions to address the identified issues and enabling remote resolution capabilities. Furthermore, as a component of the RouteThis Discovery App, RouteThis Self-Help offers customers detailed, step-by-step guidance to tackle specific problems identified within their home networks, ensuring a more user-friendly experience. This combination of features not only enhances efficiency but also significantly improves customer satisfaction by fostering quicker resolutions.

Review your allocated budget for this month to effectively strategize your daily spending and objectives. Define your target expenditure for the month, allowing us to automatically modify your daily advertising budget as needed. You can evenly allocate your monthly advertising funds while also having the flexibility to tailor specific details according to your needs. Analyze the comparison between actual spending and projected expenses to assess whether you are ahead, behind, or on track. Whether you wish to customize the days you want to run your ads, or if you require tailored solutions for various advertising campaign types, we’ve got you covered. Upon your initial login to AdLantern, you will be directed to the Sync page, where you can import your client accounts and ad campaigns effortlessly. The Sync page features straightforward instructions that guide you through the necessary steps to integrate AdLantern with your current Google Ads account. After completing the setup process, your client accounts will appear on the Sync page and in the left navigation bar, making it easy for you to manage them. Furthermore, this intuitive design ensures that you can quickly access all relevant information at your fingertips.

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

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.

This finance-specific CRM tool empowers you to acquire, convert, retain, and monetize clients effectively. You can efficiently monitor leads and streamline the onboarding process for new clients. With a comprehensive client overview, it facilitates more effective communication. The KYC checks are simplified, ensuring a quick and hassle-free process. Leading eKYC providers are seamlessly integrated, enhancing the platform's capabilities. BrokerIQ features KYC-based client statuses that provide effortless management and an organized overview of client information. You can access fully logged KYC and document checks through dedicated reports that can be exported. It also supports integrations with all major Payment Service Providers (PSPs), allowing you to choose your preferred payment processing method. Every transaction, whether internal or external, is meticulously recorded in BrokerIQ, offering you a holistic view of your operations. You can automate bonuses based on customizable client segment configurations, with options for fixed or percentage-based amounts, subject to limits. BrokerIQ is compatible with leading trading platforms, allowing you to retain the platforms you currently use while also providing the flexibility to expand to new ones. This adaptability ensures that your business can grow and evolve alongside the changing landscape of finance technology.

Tailor your membership options and enhance your business operations with robust features designed to optimize time efficiency. Propel lead conversion and foster customer loyalty through advanced fitness marketing software that operates across various platforms. Streamline and automate your marketing processes for phone inquiries, emails, organic search, and social media interactions. Eliminate the hassle of switching between different screens by managing and evaluating leads from a centralized location. Establish intelligent pipelines that initiate communications at optimal moments. Leverage the versatility of multiple personalized campaigns to automate follow-ups for prospects, recognize member achievements, and devise club challenges. The conversation panel allows you to monitor contacts across all channels, making task management more straightforward and automating replies to unread messages. Additionally, create a seamless journey for prospects from initial engagement to final conversion using a tailored toolkit for designing landing pages and funnels. This comprehensive approach ensures that no potential client is overlooked while maximizing the effectiveness of your marketing efforts.

Woorise is the easiest way for you to create viral giveaways & competitions, landing pages, and engaging forms like surveys and quizzes. Woorise allows small businesses to connect with their audience, collect leads, close sales, and help them reach new customers. It is a great tool for businesses and ecommerce brands who want to increase sales and customer interest in their products. Woorise can be integrated with popular marketing platforms like Mailchimp, Aweber and Hubspot.

OxyCRM is an AI-driven customer relationship management platform tailored for businesses in the UK that seek enhanced lead management, customer interaction, and predictive sales analytics. This system facilitates lead acquisition from various sources, including website inquiries, landing pages, live chat, social media, referrals, events, and emails, consolidating them into a single, unified platform. Leveraging generative AI technology, it provides capabilities such as advanced lead scoring that takes into account engagement levels, demographic information, and customer intent; automated follow-ups and reminders; and targeted email drip campaigns to effectively nurture leads while generating dynamic sales forecasts. Sales teams are empowered to personalize their workflows, allocate leads based on region, product category, or team, and collaborate by sharing notes and documents in real time while overseeing tasks like calls, emails, and meetings through a structured timeline for each lead. Users can also benefit from interactive dashboards that enable them to monitor pipeline values, conversion rates, team productivity, and return on investment by lead source, ensuring that they have a comprehensive view of their sales strategy and performance. With these features, OxyCRM positions itself as an invaluable tool for businesses looking to optimize their customer relationship management processes.

As customer demands evolve rapidly alongside technological advancements and new competitors continuously enter the market, Engage empowers Financial Institutions to effectively cater to the distinct requirements of each individual customer. This all-encompassing solution for consumer lending, account management, and card marketing automation enhances your understanding of customers by creating detailed profiles that reveal their specific needs and timing. By facilitating opportunities that drive revenue throughout your organization, Engage allows you to precisely target your audience with tailored and pertinent communications while also measuring the results on your financial performance. By integrating your internal data with third-party information through our state-of-the-art decision-making and marketing platform, Engage eliminates the burdensome tasks of IT data retrieval, organization, and manual reporting for marketing initiatives. Additionally, it streamlines your processes and elevates the client experience in your lending growth strategies through seamless connections to MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately fostering deeper customer relationships and enhanced service delivery.

The B2B prospecting system is crafted to enhance your lead generation process effortlessly. It enables LinkedIn outreach and follow-ups in a way that feels secure, automated, and human-like. With the use of personalized messaging variables, you can engage in warm communications automatically. The system allows for visiting profiles, sending connection requests, and following up with prospects in a natural order. Should you get a response at any point, the campaign will cease, halting any subsequent follow-ups. Furthermore, it can automatically identify new connections, allowing you to engage with your leads promptly. Your LinkedIn account remains secure thanks to our top-notch, undetectable cloud proxy infrastructure and algorithms that mimic human behavior, with security being our utmost concern. You can track engagement by monitoring who interacts with your messages, when, and where. Additionally, you can conduct A/B testing to glean valuable insights and export detailed lead information, including email addresses, directly to your preferred CRM. This innovative approach not only automates profile visits and connection requests but also ensures that your communications resemble those of a real person, making your outreach more effective.

eMaximation offers a user-friendly sales and marketing platform designed to help you effectively capture, qualify, and convert a greater number of leads into sales. With its comprehensive lead management and marketing automation tools, businesses can enhance their growth by effortlessly capturing, reaching out to, qualifying, and transforming more leads into actual sales. Our software simplifies the management of your sales personnel and marketing initiatives, while simultaneously boosting efficiency and productivity, employing proven strategies that cater to both small startups and large Fortune 500 companies alike. Explore the features we provide below and reach out to us to arrange a demonstration. The system automatically captures and distributes incoming leads, ensuring prompt follow-up and directing the right leads to the appropriate team members. It also intelligently assesses prospect lead scores based on tailored business criteria for lead qualification and follow-up, and it automatically prioritizes and organizes activity lists for each sales team member, enhancing overall workflow and effectiveness. By integrating these processes, we empower businesses to streamline their operations and achieve higher sales conversion rates.

No matter where you are—be it at the office, at home, or in another location—you will always have the opportunity to engage with potential customers. Salestango serves as your virtual assistant, emphasizing the critical importance of timely client follow-ups to successfully close deals. With Salestango, you can receive timely mobile reminders, helping you turn leads into sales more effectively. The suite of tools provided by Salestango empowers your sales team to enhance their lead conversion rates, potentially increasing your sales by 20-30%. You can effortlessly manage your leads by submitting them and accessing all information from a single location. Additionally, lead forwarding allows you to allocate leads to the appropriate teams for optimal handling. To ensure you never miss a follow-up, you can set reminders and receive mobile alerts precisely when needed. Furthermore, you can monitor your monthly sales figures, whether in total or broken down by individual performance. The platform also enables you to manage deals by submitting all matured leads and reviewing your sales summary. Lastly, exporting your leads from the CRM can be accomplished with just one simple click, streamlining your workflow further. With these features, Salestango transforms the way you approach sales and lead management.

ISOhub is the #1 CRM designed specifically for merchant services and payment processing organizations. It helps ISOs manage every aspect of their business—merchants, sales teams, commissions, leads, and onboarding—in one centralized platform. With features like quota tracking, bonus program management, and automated residuals, ISOhub empowers sales leaders to reward performance while maintaining financial accuracy. The executive dashboard provides a 360-degree view of business performance, from top-performing agents to detailed processor data and historical revenue trends. Integrated support ticketing ensures that agents and merchants receive timely resolutions, strengthening relationships and improving retention. ISOhub’s flexible commission engine handles even complex split structures, eliminating manual errors and providing agents with clear, transparent payouts. Designed for scalability, it grows alongside ISOs, whether they’re managing a few agents or nationwide teams. By combining automation with actionable insights, ISOhub equips ISOs to maximize efficiency, increase revenue, and stay competitive.

ProspectConverter is an innovative online software solution designed for intelligent lead routing and automation, empowering users to determine the destination of leads while providing insight into follow-up processes and conversion rates. This tool is ideal for brokers and teams looking to maximize their investments in leads rather than waste money on ineffective strategies. The foundation of profitability lies in converting a higher percentage of opportunities into revenue, as increasing your lead conversion rates is often more cost-effective than simply boosting the number of leads. Allowing leads to languish unanswered in an inbox translates to lost revenue opportunities. With three distinct service tiers and optional integrations for lead routing modules, ProspectConverter caters to the diverse needs of agents, teams, and brokers, from beginners to experienced CRM enthusiasts. Furthermore, this adaptable system ensures that you will never outgrow its capabilities. When clients entrust you with the relocation of their employees or referrals, you assume a significant responsibility beyond just managing another prospect; you are dedicated to fulfilling the expectations of a corporate client or a referring broker partner, emphasizing the importance of maintaining trust and delivering results.

Mystrika enhances your sales workflow through AI-driven solutions designed for customized email outreach, limitless warmup capabilities, and streamlined sales automation, enabling you to secure more deals with reduced effort. This platform is a fantastic resource for companies eager to boost their conversion rates and overall sales performance. By connecting your accounts, you can witness a remarkable increase in response rates. Effortlessly monitor your email campaigns and turn potential leads into dedicated customers. Embrace this innovative approach and watch your business flourish with Mystrika. The automated email sequence feature alleviates the burden of follow-ups, significantly improving the effectiveness of your sales efforts. With our user-friendly platform, you can quickly create a highly personalized follow-up sequence, allowing you to allocate your time to other critical activities. The value-added follow-up not only supplies extra insights about your offering but also underscores the advantages for the lead. This approach deepens engagement with the lead while positioning your brand as the ideal solution to their challenges. Additionally, utilizing Mystrika can provide you with valuable analytics to further refine your sales strategies.

SalesScripter is an advanced platform that harnesses AI technology to create customized sales scripts and facilitate sales engagement by conducting interviews to gather crucial details about your offerings and potential clients. This platform generates an extensive array of resources, including personalized call scripts, follow-up messages, meeting outlines, responses to objections, voicemail prompts, email templates, and interactive tools that enhance your communication efforts. It features a user-friendly Sales Message Builder, integration with ChatGPT for innovative phrasing ideas, and an interactive script layout that includes section buttons, objection-response selectors, and quick-access voicemail scripts. Moreover, it provides functionalities such as email automation, a recruiting and applicant screening tool, a sales role-play simulator, and an email finder for easy outreach. The platform comes with pre-loaded scripts tailored to various sectors like digital marketing, SEO, SaaS, real estate, insurance, IT, logistics, and many others, ensuring that users are well-equipped for diverse sales situations while saving time and improving effectiveness.

Experience, technical expertise, deep industry insight, and strong collaboration with a robust client network distinguish SalesPage as the premier partner for asset management distribution. For more than two decades, we have empowered asset managers to harness data for refining their distribution approaches. By utilizing SalesPage’s advanced distribution data platform, innovative solutions, and comprehensive services, our clients can more precisely identify their target prospects and enhance their operational management. We deliver cutting-edge solutions and services tailored for asset managers, and our engaged SalesPage client community significantly contributes to our unique value proposition. We recognize that a one-size-fits-all approach is ineffective. Our diverse range of products offers customized solutions for asset managers with varying needs. While the SalesPage family of products is united by a common goal of enabling smarter distribution for asset managers, each product offers unique specialties that cater to specific challenges, ensuring that our clients receive the best possible support for their objectives.

ProCare serves as Fosber’s digital maintenance and diagnostic platform, designed to enhance operational efficiency. This system employs both a dedicated console and a tablet interface to present essential information regarding machine operations and sophisticated data tracking. Maintenance schedules are automatically highlighted for completion based on various metrics such as time intervals (e.g., weekly checks), production volume (e.g., linear feet produced), or the frequency of operational sequences (e.g., number of cuts made). The system effectively oversees both upcoming and completed maintenance tasks, providing detailed guidance through clear instructional videos and photos. Additionally, ProCare is designed to be modular and adaptable, allowing for expansion and customization tailored to the specific needs of each plant. Its versatility ensures that facilities can optimize their maintenance strategies according to their operational demands.

MailTracker is a Gmail extension designed for monitoring email activity, providing you with immediate notifications when your emails are opened. Stay informed about the precise moment your email is accessed, enabling timely follow-ups! Tailor your follow-up messages according to the actions of your recipients to enhance the likelihood of receiving a response. Boost your open rates by as much as 20% by analyzing which subject lines yield the best results. With email tracking, you gain insights into how engaged your audience is with your proposal. Conduct A/B tests on various elements of your emails to discover the most effective strategies and fine-tune your campaigns accordingly. By evaluating the success of your email strategies, you can assess your return on investment (ROI) and make educated choices for future initiatives. Tracking interactions with your emails allows you to pinpoint leads who show a greater level of interest, facilitating more focused and effective follow-up efforts. In this way, MailTracker empowers users to enhance their email communication and optimize their overall outreach strategy.

Aiva contacts is powered by real people and converts real estate leads 24/7 in just 1 minute. Aiva employs industry-leading best practices that help real estate agents convert more leads into clients and appointments. Aiva eliminates the stress of following up on leads for you, your agents and your ISAs for up 1 year. It takes 10 days to establish contact with online leads. Aiva saves you precious time that you can use to concentrate on your listings, showings, and open houses for clients. Our concierges will instantly contact your leads via SMS within 1 minute 24/7. We accept leads from more than 200 sources. Unresponsive leads will be contacted over the course 1 year via phone calls, text messages and email. Optional voicemails will also be used. Responding leads are immediately matched with our human concierge team. They are instantly qualified using customized scripts via phone calls and text messages.

Introducing GlideCampaign - the comprehensive white-label marketing solution essential for your agency's success! GlideCampaign equips you with all the necessary tools to capture leads, automate communications, and monitor analytics seamlessly within a single platform. Effortlessly gather leads through our user-friendly landing pages, surveys, forms, calendars, and an inbound phone system. Next, engage with leads automatically via voicemail, automated calls, SMS, and email communications. Our platform is also equipped with integrated options for processing payments, scheduling appointments, and analyzing performance metrics. This ensures that your agency can efficiently oversee every facet of your clients' marketing strategies from a centralized hub. With GlideCampaign, you have the flexibility to rebrand the platform to suit your agency's identity and present it to your clients as an added-value service. This innovative tool not only simplifies your marketing processes but also enhances the results you achieve for your clients, making it an indispensable resource for any agency aiming for excellence in marketing. Embrace the future of marketing with GlideCampaign and elevate your agency to new heights!

An efficient and user-friendly platform for recruitment and retention tailored specifically for top real estate brokers and teams. Effortlessly make calls, schedule appointments, and perform various tasks directly from your laptop. Maintain a comprehensive record of every follow-up, ensuring no recruit slips through the cracks. Access candidate information and update call notes conveniently from your mobile device. Turn numerous overdue follow-ups into a well-organized, actionable daily call list. Cultivate and oversee relationships with your entire roster of agents using the same successful tools employed in recruiting. Additionally, develop smart, personalized campaigns that foster relationships while automating your follow-up efforts for enhanced productivity. This innovative solution ultimately streamlines the recruitment process, allowing brokers to focus on building their teams more effectively.

Increase your revenue with instant two-way conversations. This tool is designed for your home improvement team to automate all your voice, text, and email conversations in one collaborative workspace. Homeowners want a better experience from the moment they request a quote to the time they have their project installed. Hatch integrates directly with your lead sources. It puts you in touch with leads as soon as they click "submit". This includes voicemails, emails, and texts. Never miss another follow up. Hatch redefines follow up by automatically re-engaging every lead quoted after 48 hours without a response. Hatch takes the stress away of appointment confirmations, product updates and scheduling installations.

Transform your leads into scheduled meetings by efficiently qualifying, routing, and arranging appointments in real time, whether through your website forms, cold calls, or marketing campaigns. Create a streamlined qualification process that enables potential clients to self-assess, allowing you to gather crucial insights while maintaining high conversion rates. Instantly direct leads according to intricate criteria and feature a calendar on your site for easy booking by prospects. Facilitate convenient scheduling for your clients without unnecessary back-and-forth communication. Our customizable forms can be integrated into your website and include tailored follow-up questions to enhance the collection of valuable first-party data. By automatically qualifying leads from your web forms, you can efficiently set up meetings with them, enhancing your workflow and client experience. This approach not only saves time but also improves the overall effectiveness of your lead management strategy.

Tutorial.ai is a powerful platform designed to help you create high-quality video tutorials effortlessly. Simply record your screen, and the AI takes over, automatically adding professional voiceovers, clear narration, and smart visuals to your video. Tutorial.ai generates step-by-step instructions, making it easy to explain complex workflows and speed up onboarding or training processes. The platform supports multiple languages, allowing you to scale your content globally—perfect for training employees or providing customer education without the hassle of traditional video editing.