Website Development and Customer CRM
 

Online Prospect Tracking


Online Prospect Tracking


Our CRM is used for both online and offline prospect tracking. Add new prospects, track the referral source, existing provider, assigned sales person, follow-up history, notes or customize your own tracking fields.

This will allow you to generate leads from prior activity such as someone who inquired years ago but didn't buy from you at the time.

You can target specific prospect types through sorting such as: by competitor then customize a targeted email to them, or by searching through previous inquiries from the year prior.



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