ClickPoint Software

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About ClickPoint Software Problem Until Lead Pro lead companies had to spend millions to develop an in-house lead management and distribution system, often times full-time staff managing & distributing Excel® files. Some larger companies have been able to do this successfully; the others struggle with the issue every day. It is a huge barrier to entry for any small to mid-size marketing company. Lead Management and sales CRM have historically been completely separate products. Lead management focuses on tracking prospects, organizing leads that come in from a variety of sources and then distributing the leads to multiple customers. CRM focuses on the customer after they have become a prospect or lead. There has never been a solution that tightly integrates the lead origination, distribution and then conversion to prospect, opportunity and customer until now… Solution Using the latest .NET programming and listening to our lead customer requests; we have built software that handles all of the lead acquisition, distribution and customer management needs. Lead Pro is designed to provide marketing companies with the ability to generate or buy leads from several wholesale sources, cleanse the leads and then distribute them to an unlimited number of lead customers. In addition, the system can be directly integrated to CRM users (usually their lead-buying customers) and provide real-time lead delivery, reporting and returns. By creating both the back office (Lead Pro) and CRM solution our users are now able to receive leads faster, monitor lead or employee performance and offer real-time lead returns. Our Lead Pro customers had one consistent issue that we decided to tackle next; there were no CRM software solutions that provided lead-management as well as the standard CRM features that are standard in the Customer Relationship Management (CRM) industry. We took what other lead management companies have been doing, made it stronger, easier-to-use and combined it with CRM features and tools to provide the most powerful lead-based CRM in the industry. Lead Pro and the CRM are built by people with years of experience in the lead & sales industry, not by programmers theorizing what the sales & lead process should be (which is the case with most CRM solutions on the market today). The design and simplicity of the system where modeled after products that people already use on a daily basis. Now sales professionals can log in and start work without all of the training, education and adoption required by other systems. We have teamed up with powerful telephony providers like Five9, Chase Data, and PBNext to build integrated dialing solutions and our relationship with Fannie Mae gives us the ability to export a 1003 application directly from the CRM or to a LOS system like Calyx Point. The CRM and LeadPro systems have solved numerous existing issues like; phone system integration, predictive dialer support, a lead exchange to buy leads, vendor login (vendors can see how their leads performed), automated marketing tools (beyond drip campaign), click-to-call features, and a free marketing website for each user to help increasing traffic and search engine optimization.