- and it's FREE - forever!
Progress opportunities through each phase of the sales funnel. See where everything is at a glance including opportunity source, potential value and success.
Define your own custom tags to identify and group contacts. Create lists for targeted communications and bulk activities.
Track sales data with reports and dashboards for better forecasting and decision making. Get meaningful insights to help improve products and performance.
New enrolment leads, sales contacts, alumni, workplaces and agents: Record and leverage your stakeholder data to actively grow your business.
Capture every email, conversation or document against each Contact's Logbook. See all events in chronological order making it easy to pick up where you left off.
Nurture leads and alumni for a more personalised experience to improve engagement and maximise new opportunities.