GoCRM sales management drives bottom-line performance through lead and loan tracking, managing upsell to existing borrowers, coordination of activities across teams, monitoring pipeline through dashboards, partner referral tracking, and collaboration through integration with Microsoft Outlook and other groupware applications.

Full reporting and user-definable workflow provides management insight into the status of open loans and activities of individual loan officers, allowing decisions and hence action to be taken quickly.

Additionally, as all information is securely stored in GoCRM, when a Loan Officer does leave (for whatvever reason) your customer data does not walk out with them.

Key Features

Share sales data across individuals and teams

Pre-defined roles that control who accesses what and how

Focus attention on the most profitable deals

Bring new sales representatives up to speed

Monitor quota progress and business performance

Quote worksheet for customer presentation (pdf)

Partner management

PDA access

Pre-built emails and letters