Features - Follow-Up Tool

Give your sales process a makeover, empower your team and improve your close rates! The Follow Up Tool automatically keeps you front of mind with your prospects and clients while keeping you in control of the “how” and “when”. The beauty of the tool is in its simplicity and easy to use interface. Just a few of the features you can count on are shown below.

Process Automation



  • No more tracking leads manually! The Follow Up Tool does it all for you with automated texts, emails, and daily “to-do” lists!

  • Pre-loaded plans come ready to go, or you can create your own from scratch, and even use plans other users have created!

Team Management

  • Review work completed by team members and touch history.

  • Review reports of close rates, value of lead sources and more. Here are just a few of the data points available to you.

Account Management

  • Review the history of touches made to each prospect including text and email details. Use our proprietary dialer function to make and log phone calls quickly and easily.

  • Search and review prospects and their related sales. Add prospects anytime manually or bulk upload.

  • Apply the appropriate plan each time a prospect is added.



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