iPhone Screenshots

Description

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

What’s New

Version 1.2

- Minor fixes and improvements.

Ratings and Reviews

5.0 out of 5
1 Rating

1 Rating

Information

Seller
Trufla Technology Ltd.
Size
28.6 MB
Category
Business
Compatibility

Requires iOS 10.3 or later. Compatible with iPhone, iPad and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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