SLATE Campaign Manager
Published by: SLATE Financial Investment and Insurance Services
Description
SLATE Lead Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more. Whether you are at the office on a desktop or in a client's home on a tablet, The SLATE Lead Manager App lets you take your CRM on the go with you so you do not miss a beat when you are out in the field. Use the built in tools to schedule appointments, track lead quality and communicate with your contacts in a variety of methods. Ensure that you are in compliance with the CMS Final Rule, this system features a soft-phone dialing system that allows you to record calls and an easy-to-manage contact book to store, update and even push data over to Agent HQ. Schedule a training session with the SLATE Support Team if interested.
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App Info
- Category
- Productivity
- Languages
- English
- Recent version
- 3.81.0 (1 week ago )
- Released on
- Nov 2, 2022 (1 year ago )
- Also available in
- United States, Pakistan, India, Italy, Japan, South Korea, Kuwait, Kazakhstan, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, Peru, Philippines, Israel, Poland, Portugal, Romania, Russia, Sweden, Singapore, Turkey, Taiwan, Ukraine, Vietnam, South Africa, Germany, Argentina, Austria, Australia, Azerbaijan, Belgium, Brazil, Belarus, Canada, Switzerland, Chile, Colombia, Czechia, United Arab Emirates, Dominican Republic, Ecuador, Egypt, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Hungary, Indonesia, Ireland
- Last updated
- 3 weeks ago