Manage Leads
The last thing you want to do is to spend time developing a beautiful website or marketing campaign, only to let new leads fall through the cracks. Finding leads is only half the process: you then need to successfully convert them to be customers! AgentMethods has a few tools and integrations to help you stay on top of your sales funnel and grow your client list successfully.
IN THIS ARTICLE
Visitor Alerts
Ever called one of your leads and had them say, “I was just thinking about you!”? Remember how much easier it was to close those clients?
With AgentMethod's Visitor Alerts feature, every time a prospect visits your AgentMethods site, opens one of your newsletters, or interacts with you on social media you get an alert telling you who is visiting what.
You’ll get this notification through text and email, so you’ll always know exactly when your prospect is ready to buy. You'll be able to make a follow-up call or send a sales email at perfectly timed moments.
This guide covers all about Visitor Alerts: what they are, and how to set up and use them.
CRM Notifications
In addition to sending lead notifications to your email and cell phone, AgentMethods can integrate with your preferred CRM to send leads directly to your account management platform.
This helps simplify your sales process and quickly take your prospects from lead to enrollment.
Below are some of our most popular CRM integration and guides on how to set them up. Depending on the integration, you can configure automations, assign follow-ups, and more automatically within your CRM.
Lead Notifications
Whenever someone fills out a new form on your website, a lead is generated. Lead notifications notify you whenever a new lead is created. We send you lead notifications via email or text message, so that you always know when you get a new lead.
For more information on setting up lead notifications, visit this guide.