Use our software to manage your customers

For too many small businesses, the goal of building a website is all about getting leads and building their customer base. While there’s nothing wrong with that, it’s really not so simple. It is crucial that you’re able to manage your leads, schedule appointments, assessments or meetings with them, and then convert them into members or customers.

Sounds simple enough, right? Wrong. It can be incredibly complex, which is why we created a powerful lead management solution to track leads that sign up through your website and manage them throughout their lifespan. Powerful, easy to use and accessible, our system allows you to:

  • See all leads generated on the website
  • Contact leads via phone or email
  • Encourage leads to convert
  • Schedule assessments/interviews/appointments and send an automated email about the appointment with crucial information (when, where, etc.)
  • View all pertinent information, including sign up date
  • Stay on top of the relationship for its lifespan

Our system is both powerful and dead simple to use, too. Your visitor lands on the website, is interested in your offer, and provides their personal contact information through a web form. The customer is notified that they will be contacted by one of your team members, and their information is entered into the system where it’s displayed to you or your team so you can schedule them – call or email them and set up an initial interview or assessment.

The system lets you leave notes and information about each interaction so you never double-down on a customer with too much interaction, and you always know exactly where they are in the conversion process.

Once they’ve been scheduled for an assessment or interview and walk through your door, you or your team can continue to track leads that became clients, updating notes for as long as they remain your customer.

Get in touch today to learn more about how we can help you build your customer base, track leads and conversions, and grow your business.

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