truLeads Live

The perfect solution for any business, especially the modern insurance brokerage! Here are the amazing things you can do in the mobile version of truLeads: ● Captures all your active leads in one place ● View lead profile and update as needed ● Create notes, tasks, and touch points ● Collaborate with other team members ● Communicate with your leads via email & SMS ● Create new leads, add them to workflows, and even assigned them other team members. ● Calendar with glimpse of upcoming tasks that can even sync to the calendar in your phone. In addition to the above, the web version gives you access to: ● Create email or SMS templates ● Automatic communication with leads via email & SMS ● Web integration ● Reports and Statistics – even export to excel ● Optional ‘Alert User’ notifications ● Attach supporting documents ● Add team members & define access: Admin, Manager, or User ● Enable ‘Round Robin’ to automatically assigned incoming leads to members in order ● Create tags that further identify leads With truLeads, you will: ● Know what is happening with your business ● Gain insights into lead management (won vs lost, by line of business, etc.) ● Nurture leads via automated email and SMS marketing ● Increase your conversion ratio by engaging with customers who have fallen off Check out www.truleads.io for more details!