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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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Finally, a CRM and Lead Management solution built by sales and lead professionals for sales and lead professionals!
- Complete contact & lead management system
- Integrated marketing tools for lead maximization (auto messaging system, integrated
dialer, website building tools)
- Lead cleansing system - use Five9® and Targusinfo® to weed out bad leads before
working them
- Integrated lead acquisition system - Cherry Pick, integrated providers, and any 3rd
party lead providers
- Lead information center - Zillow® powered location and property value verification
- Lender acquisition system - Integrated with BrokerBuddy.net for quotes from 70 lenders
in real time updated every 20 minutes
- Reporting engine - reports on lead quality, provider quality, rep performance, revenue,
lead status, and much more
- Lead return system with integrated lead return notification
- Higher securitywhich helps ensure that your associates are using the system the correct way
- And much more... Request a free trial
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Lifecycle Screen Shots:
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| Appointment Calendar w/ Reminders |
Integrated Cherry Pick System |
Integrated Power Dialer |
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| Custom Email Temmplates |
Enhanced Lead Management |
Automated Lead Triggers |
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| Information Dashboard |
3D Graphs and Reports |
Custom Websites |
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View our Lifecycle Feature PDF
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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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