Capturing and properly organizing leads is the first stage of a strong sales funnel and plays a direct role in your agency's efforts to generate new customers. A strong lead management system is a critical element to properly managing your sales funnel. LeadMatrix gives your agency the ability to quickly enter or import lead data from any source, fully customize the platform, automate all your marketing and contact efforts, track the results of your outreach and sales development efforts and avoid redundant data entry.
Leads can be manually entered, bulk imported or electronically delivered from a 3rd party.
Easily configure users, statuses, sources, types, actions and much more.
Create custom email, text and phone campaigns to develop leads into prospects.
Track actions, activities, responses, conversions and critical KPIs.
All lead data is stored and follows the lead in its journey to becoming a customer.
LeadMatrix is a powerful tool in the Agency Matrix ecosystem of automation.
Maintaining every aspect of your agency, from time-consuming office tasks to complicated reporting and advanced integrations … all for the lowest prices in the marketplace … is what makes Agency Matrix the management system smart independent offices turn to. Can your agency afford to miss this opportunity?