GoCRM's lead management gives you the tools to manage prospects and existing customers. Qualify and track leads from multiple campaigns and hand them off to the correct loan officer or account executive.  Ensure prospect lists are valid and marketing offers are coordinated. With GoCRM's lead management, companies have the tools to populate the pipeline with more qualified leads.

Impact

• Segment leads based on the attributes that drive your business
• Import and export lists from third-parties
• Direct lead provider integration with sources like LowerMyBills
• Automatically capture leads across multiple channels
• Convert leads to loans and ensure appropriate follow-up

Lead Segmentation

Segment leads based on industry, channel, lead source, geography or other attributes to build offers that address prospect needs

Complete List Management

Import leads from multiple data types and manage leads across campaigns. Ensure accurate prospect lists so that offers reach the intended audience.

Automated Lead Capture and Handling

Capture leads from multiple campaigns and channels. Automatically route the lead to the appropriate internal contact for follow-up.

Lead Conversion

Close-the-loop between marketing and sales by automating the lead hand-off process. Design business rules to route the lead to the correct salesperson based on territory, team or specialty.

Auto-Design Web Form for Lead Capture

Marketers can design a web form that integrates with GoCRM that can capture and manage leads from a website landing page. The Auto-designer eliminates IT support for marketing programs.

ROI Calculation

As leads are converted from campaigns, marketers can see real-time ROI calculations on the campaign effectiveness.