Capture leads on all channels
Gather prospects from your website, import them from spreadsheets, or capture them in the field. Connect with website visitors through live chat and convert social media interactions into leads. Never let an interested prospect slip through the cracks.
- •Web forms and live chat integration
- •Social media lead capture
- •Bulk import and field capture
Clean data that drives conversion
Prevent duplicate records, enrich customer profiles with AI assistance, and prepare your data for processing. Remove incomplete or inaccurate data automatically to ensure your sales team works with quality information.
- •AI-powered data enrichment
- •Duplicate detection and merging
- •Data validation and cleansing
Identify your ideal customers
Score leads based on behavior and interactions. Use AI to intelligently prioritize high-value prospects. Build comprehensive profiles and segment customers by demographics, behavior, and engagement level.
- •Lead scoring and prioritization
- •AI-powered segmentation
- •Behavioral tracking and insights
Works on every device
Full client management with all features and customization
Optimized touch interface for client interactions
Access client info and history on the go