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Easy, Digital Intake
Streamlined, digital intake of broker leads and contacts simplifies onboarding, categorization, and opportunity management
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Omni-Channel IntakeWeb-based Forms, Email Referrals, or List Uploads
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Unified DataEmpower staff to easily manage every relationship in one place
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Activity Tracking
Track leads across the sales cycle from awareness, to nurture, to close
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Data-Driven Analytics
Enable better business decisions and meet your most important KPIs
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Robust DashboardsVisualize channel performance and ROI with real-time data
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Lead AttributionDiscover your most successful channels and partners
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