
Easy, Digital Intake
Streamlined, digital intake of broker leads and contacts simplifies onboarding, categorization, and opportunity management
Omni-Channel IntakeWeb-based Forms, Email Referrals, or List Uploads Unified DataEmpower staff to easily manage every relationship in one place



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
Robust DashboardsVisualize channel performance and ROI with real-time data Lead AttributionDiscover your most successful channels and partners

