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Lead Management Systems

Do you have more leads than you know what to do with? Are your leads constantly falling through the cracks?

If that's the case, look no further! THAT Agency has developed fully customizable Lead Management Programs that will allow offices of any size to track their leads and find out how they rank next to other sales associates within the office.

At THAT Agency, our customizable Lead Management Programs showcase the following features…

• SSL Online Security
• Performance Graphs & Reports
• Dashboard
• Google Maps w/ Lead Placement
• Search Capabilities
• Customizable Details
• Single Import Form
• Multiple Import File Upload
• Customizable Forms
• Customizable Selling Checklist
• To Do Creation
• To Do Reminder Emails
• Email Campaign Management
• Email Campaign Approval Process
• Email Template Creation
• Email List Creation
• Note Integration
• History
• Referral Source
• Email List Creation
• Profile Creation/Update
• Lead Assignment: Manual or Automatic
• User Creation/Roles
• Campaign Tracking
• Supported