#1 Recruiting & Retention Solution


#1 Recruiting & Retention All-in-1 Solution

  • Website w/ Lead Capture
    • Unlimited Landing Pages
    • Unlimited Custom Pages
    • Lead Capture w/Automated Lead Routing & Notification
    • Automated Email Drips
  • Referral Portal & Management
    • Automatic Referral Follow-up Notification
    • Referral Auto Responders / Email Drip Campaigns
  • Task Management
    • Assign Tasks to Others
    • Track Tasks for Team
    • Review Overdue and Upcoming Tasks
    • Task Reports
    • Automated Daily Task Reports
  • Automated Lead Routing
  • Unlimited Landing Pages
  • 2 Tracking Phone # for Website
  • Direct/SMS Numbers
  • Power Dialer
    • Email from Dialer
    • SMS from Dialer
    • Action Plan from Dialer
    • Task Management from Dialer
  • Video Email (Youtube)
  • Email Drip Campaigns
  • Email Click Tracking
  • Sly Broadcast Integration
  • Google Calendar Integration for Task & Appointments
  • Dialer Session Reports
  • Appointments Report Conversion Report

Full Implementation Package: Done-for-You

Let us do all the heavy lifting so you can hit the ground running!

  • Full Database Migration
  • CRM/Contact Import
  • Brokermetric Import
  • Recruiting Bridge Import
  • Top Producer Import
  • List Segmentation per Licensee
  • Automatic Triggers for Recruit Leads
  • Lead Routing w/Auto Responders
  • Marketing Email Template Import
    • 8x8 Action Plan Import
    • 33 Touch Action Plan Import
  • Full Office Roster Import
  • Retention Action Plan creation
  • Full Roster Retention Plan Implementation
  • Initial Lead Follow-up Action Plans
  • SMS Recruiting Templates
  • SMS Retention Templates
  • Sly Broadcast Integration
  • Website Page Content w/Lead Capture w/Custom content ( Calendar, About, Contact, etc.)

We can replace the following programs:

  • Top Producer
  • Mail Chimp
  • Recruiting Bridge
  • Excel Spreadsheets (for Tracking)
  • Misc 3rd Party Websites
  • Outbound Engine
  • Mojo / Phone Burner