Overview
It's a highly efficient Agent Management software, One that also lets your Agents / Exueutives assign reminders and Tasks. A Software that enables you to monitor and track your Agents working & performance. It's an easy to use software, needs no formal qualifications or training for your staff that will use it. And also ensures that business continuity is maintained. It's a software that also gives you LIVE reports and analysis on how the leads are moving through your pipeline to closure.
Features
- It works on three types of user levels; Agent, Reporter / Coordinator and Administrator.
- All Data entry is linked with individual session.
- Option to export into MS Excel.
- Fully Comprehensive & Dynamic Dashboard.
- Task Assignment & Monitoring.
- Task by status (Pipeline, Closed and Converted).
- Invoice Generation.
- Birth date Reminders.