A Personalized and Customizable CRM System
All Financial Data in a Single Space
Our 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. Our 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, our CRM system 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.
ChoiceLocal is a leading marketing agency and has over seven years of experience working in the digital marketing space. Our team is constantly coming up with new marketing practices that will enable your business to dominate the national or local market. To learn more about how ChoiceLocal can help your company grow, please see below.