INSURANCE

All-inclusive Leads Manager CRM

Insurance Sales • Financial Services • Accounting Services • Legal Services • Mortgage Services • Real Estate Sales • Home Remodelers

EFFICIENT LEADS HANDLING
INSTANT LEADS AVAILABILITY
IMPROVED SALES PERFORMANCE
HUGE ROI & USER SATISFACTION

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Proven Solutions of choice by Industry Leaders with

exceptional results and highest level of user satisfaction - Guaranteed^* !!

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Proven Solutions of choice by Industry Leaders with

exceptional results and highest level of user satisfaction - Guaranteed^* !!

Opt! is an all-inclusive Leads Management CRM System that covers all aspects of acquiring & managing Leads and track Performance. Use Opt! to convert Leads to Customers using Automated Sales Workflow. Advanced GPS & Dial functions help Agents with Directions; Route Planning; Neighborhood Search; and make Sales Calls. Opt! has been very instrumental in giving Agents major edge over their competition leading to exceptional performance results. Our years of experience in serving some of the finest organizations has helped us achieve very high level of abilities in handling every need of Sales Organizations. Opt! is easy to use and rich in its capabilities with an extensive list of features & functions that are backed by personalized support.

Below are the features & functions included:

CRM
Automated Sales Workflow
On-line Leads Inventory & Orders
Submit Applications & Track Progress

Premium Version

(with Performance Guarantee)*

Auto Dialer Video Presentation...
Agency Builder
Sync Mobile Calendar
Access Via SmartPhone/iPad
Auto Send Birthday & Thankyou E-Cards
(
*
) Call for details

For Corporate/Managers and Agents Features/Function

Opt! Leads Commerce Enterprise & CRM Solutions...

Sign up for free trial to experience how easy Leads Management & Increasing Sales is with state-of-the-art Opt! Leads Manager.

Leads Manager Software

Unlock More Potential with A Custom Leads Manager Software

Generating leads and converting them into customers is a critical task for any business. However, managing leads can be a complex and time-consuming process, especially when dealing with a large volume of leads. Custom lead management software can be a powerful tool for businesses to streamline and automate lead management processes, improving efficiency, and enhancing lead conversion rates.

Leads management software is designed to fit the specific needs of a business, providing a tailored solution for managing leads. Such software can provide a wide range of benefits to businesses of all sizes, from startups to large corporations.

Custom lead management software allows businesses to centralize all lead data in one place. This makes it easier to track and manage leads, providing better visibility into the lead pipeline. The software can also automate lead qualification, helping businesses to prioritize leads based on various criteria such as demographics, behavior, and interests. This saves time and ensures that sales teams are focused on the most promising leads.

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Benefits of a Leads Manager CRM

With our Leads Manager CRM, you can customize the user experience and design the interface that suits your needs. You have complete control over what information you can collect, the follow-up and communication process, and how you interact with leads. Leads manager CRM system can be a valuable tool for businesses looking to improve their sales and marketing efforts.

Our Software has automated the lead management process, so you can focus on what matters:
Here are some benefits of a leads manager CRM;

Centralized Data Management.
Better Lead Qualification.
Improved Lead Nurturing.
Enhanced Collaboration.
Better Reporting and Analysis.

Get Started today and discover the power of automation.

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How to Use Leads Management Software Features

Many businesses are outsourcing more of their management and tracking processes, and the market for leads management software is no exception. Investing in the Software can provide critical advantages to unleash potential and increase ROI. Custom lead management software enables you to customize your workflow for a more efficient lead management process.

Our Leads manager software is designed to help businesses manage their lead pipeline more efficiently and effectively. Here are some key features that are typically included in leads management software:

Automated Lead Capture.
Database Management.
Lead Activity Scheduling and Tracking.
Sales Workflow.
Reporting and Analysis.
Directions/Quick Route.
Google Calendar Integration.
Mobile app.

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Achieving Maximum Efficiency with Lead Management Software

Custom Lead Management Software provides a range of features to help businesses manage their lead pipeline more efficiently and effectively. From lead capture to lead tracking and management, leads management software provides tools for automating and streamlining lead management processes, saving time, and increasing efficiency. With features like lead qualification, lead nurturing, reporting and analytics, integration with other systems, customization, and collaboration, leads management software can be a valuable investment for any business looking to improve their sales and marketing efforts.

As you can see, Custom Lead Management Software is an invaluable tool for any business. Allowing you to manage leads more quickly, easily, and accurately can significantly improve your customer outreach efforts and grow your business. With Leads Management Software, you can streamline your lead management process, better target potential customers, and unlock more potential in your industry. So, if you're looking for ways to take your business to the next level, it may be time to invest in Leads Manager Software.

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Add-on’s & Integration

!GPS

Our GPS CRM integration software helps businesses with locating their sales team accurately and keeping a track of their meets and visits. Also, it allows to choose the tracking utility for a selected number of members and highlight them with a different color. Read More...

!MAPs

Benefit from our interactive US & State Maps integration to visualize the CRM data on states maps and perform focused geographical analysis. Our latest mapping integration enables you to organize the location-based CRM data and manage customer appointments accordingly. Read More...

!FORMs

We are offering the Intelligent Fillable Forms developed as per your exact requirements and help deploy them at multiple web sites easily. We also convert the paper form to the electronic one and help with links to be embedded in the emails easily. Read More...

!DIAL

Bring our unique integration out to make calls through the inbuilt CRM and attract more customers than ever. The latest technology !Dial allows the employees to make calls in a hassle-free way, make notes during the conversations, note the status of the call and serve the potential customers in a much better way. Read More...

!SMS

Let your customers know instantly about your latest offers and announcements for them. Utilize the new !SMS integration to send SMS to your potential as well as existing customers and engage them with you for an increased productivity. Read More...

!FAX

Utilize the advantageous !FAX integration to send urgent messages quickly to your customers. This unique feature allows the employees to fax urgent information to the customer and further improve the business relationship between them. Read More...

!BLAST

Let all your customers know about your offerings in one go! Bring the latest !Blast integration into action and send bulk emails to hundreds of your potential as well as existing customers instantly and expand your customer reach with a single click. Read More...

!DDMS

Use this to organize your mail campaigns for leads generation, reduce cost, improve performance, and track results. Read More...

!SyncCAL

Sync Mobile Calendar with Opt! Calendar for improved efficiencies. Read More...

!CARDS

Opt! CRM Premium users also get advantage of the availability of Auto-Send Personalized Birthday & Thankyou E-Cards to all your leads and clients. Read More...