truLeads

保険のリード管理

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!