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Easy to use, Easy to learn, Easy To Coach -
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Call for a live demo of our products (888) 612-2877
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Our Lifecycle clients are both big and small. We have clients as small as a single user and as big as 500 users. We have the ability to setup:
Corporate
Sales Branch
Individual user
No matter what the size of your organization we can help tailor fit the system that meets your needs.
330 users with over 700,000 direct mail pieces going out monthly.
First Ohio needed a complete Lifecycle system that helped them organize their massive direct mail needs as well as marketing to their data list. Lifecycle helped them achieve their goals and helped automate the delivery of incoming calls from direct mail campaigns.
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"I wanted to take the time and thank you for the presentation that you did for me on your CRM system.
I was reluctant at first assuming that this would just be another time consuming management tool.
However, I found that over the past couple of weeks I really starting using and liking many of the features available to us through your system.
I believe that what helps to separate me from other brokers in the industry is the new technology that's available in Lifecycle. Sending emails with just a click of the button through the email templates is huge. I now can touch my clients several times weekly with custom email templates, as well as the templates that are already available to us.
The lead tracking keeps me up to date on my borrowers and prevents me from not following up daily on my clients.
Please keep up the good work, and I'll be looking forward to the weekly enhancements."
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- Craig Diienno
FirstOhio Banc and Lending Inc. |
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15 users with a focus on internet leads.
Advisors Mortgage Group uses several online lead sources and they needed a system that allowed them to see individual loan officer performance in terms of email sent, calls made, and action taken on each lead. Now Advisors has a clear picture of their sales force and they can see who is succeeding and who needs help.
John Lucidi
“ClickPoint Lifecycle is the first to combine everything we needed into one application. Customer marketing system and telephony bundled into one product is amazing. Your top sales people will thank you.”
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M-Revolution
M-Revolution is a leading online lead provider for many lead industries. They require their data be delivered in real time from many marketing initiatives. Lead Pro not only helped them deliver their many lead types to multiple customers at once and in real time it also helped them with billing and many other tasks that they would have to manually do before. Now M-Revolution can setup a customer and let Lead Pro deliver the product based on their needs.
Curtis Wolf -
"Before Lead Pro we had to rely on customers telling us if the leads were good. Now we know in real time who performs and who doesn’t. We know how to spot a bad banner campaign before we lose a customer. "
- Curtis Wolfe
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| "Before Lead Pro we had to rely on customers telling us if the leads were good.
Now we know in real time who performs and who doesn’t. We know how to spot
a bad banner campaign before we lose a customer.
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| - Curtis Wolfe |
| M-Revolution |
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| "ClickPoint's Lifecycle is the first to combine everything we needed into one application. The online doc signing, customer marketing system and telephony bundled into one product is amazing. Your top sales people will thank you. Close more sales in less time!" |
| - J Lucidi |
| CFIC mortgage |
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