CRM Integration & Management

Service Description

Lead capture and management: A CRM system should allow a business owner to easily capture and manage leads, with the ability to assign leads to specific individuals and track their progress through the sales funnel. The system should also provide tools for lead nurturing and follow-up, such as automated email campaigns and reminders for follow-up calls. Common CRM Platforms include: Follow Up Boss, Boldtrail, WiseAgent, Top Producer and Lion Desk