ChoiceFinance CRM: A Personalized & Customizable Lead Management System
All Financial Data in a Single Space
ChoiceFinance CRM is a lead management system that allows users to see all financial efforts, including sales and marketing expenses and the resulting revenue, profit and ROI. ChoiceFinance CRM is a system that is automated to make managing leads as easy as possible. Our system automatically:
- Syncs with all online lead sources
- Assigns leads to the appropriate team member
- Creates tasks that are triggered off of lead status changes
- Pushes leads into management software solutions like Clearcare and ERSP
A CRM That’s Personalized to Your Business
Along with automation, ChoiceFinance CRM also revolves around different user types and user experiences. We created a system that supports all team sizes, from a single user to multiple users to multiple teams. Users are able to customize their CRM to their style by creating custom lead statuses that match their business process. With this CRM, companies have access to detailed reporting including close rate by lead source and lead member.
A better understanding of your lead process enables us and our partners to invest more into what is working, cut out what isn’t, and optimize when needed.
Contact ChoiceLocal to Maximize Your Franchise’s Growth
Learn more about how ChoiceLocal can take your internet marketing and sales efforts to the next level. We offer lead management systems tailored to a company’s needs and experiences to help monitor and maximize its growth.