Store & Access Leads
Access all past and present leads through a convenient lookup:
- per character searching
- sort by column
- save to Excel, .csv and .pdf formats in real time
Easily browse through your leads at any time and place! See which forms and connections your clients filled out / made and view their information.
Convenient client and lead lookup tool! Keep notes and details on every lead. A great reference point for follow-ups and useful for staying organized.
Cloud - Client Notes
Do more than just service your leads! Connect detailed information! Extend your outreach by adding files for each and every lead with personal cloud storage.