Total Connect CRM helps you manage your client and prospect data efficiently and effectively. Manage sales processes, lead pipelines, online reputation and communicate with customers and prospects via the channel of their choice. Text, email, FB Chat. Build lead capture funnels and follow up programs all from the comfort of one application.
Contact Management:
Manage all your clients and prospects in one location. Tag prospects for easy viewing. Manage all client communication within one screen. Add to marketing campaigns effortlessly. Easily add appointments and manage tasks within your client record.
Marketing Campaign Management:
Seamlessly create marketing campaigns combining, text, email ringless voicemail to automatically communicate with leads, prospects and current clients. Trigger workflows based upon response to automate communication and save time.
Sales and Client Service Pipeline Management
Create strategic pipeline flows for your sales or customer service team to utilize while communicating with customers or prospects. Easily move the contact through the pipeline with the Total Connect CRM Drag and Drop pipeline feature.
Reputation Management
Manage your company online reputation with the Total Connect CRM reputation management portal. Easily ask and respond to client reviews on Google and Facebook directly within your Total Connect CRM account.
Mobile
Gain access anywhere anytime through our mobile application.