MyProspects CRM

By Tucker Carlile on AppTrack Ninja.

MyProspects is a CRM built for financial advisors who prospect every day. Manage your entire sales pipeline from your iPhone. Features: - Daily call list with follow-up scheduling - Track prospects from first contact to booked client - Log call outcomes and notes after every conversation - Convert prospects to clients with tier-based follow-up cadences - Performance metrics with conversion ratios - Manager dashboard for team oversight - Syncs with your existing MyProspects web account Built for Modern Woodmen of America representatives and financial professionals who make calls every day.

Categories: Business, Productivity

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