truLeads app for iPhone and iPad

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