Capture more
LEADS
Close more
DEALS
Phone lead capturing and intelligence software designed for
Financial Advisors and Retirement Planning
Professionals.
Get 3 months free including 1 free virtual number.*Exclusive for first 100 users
No credit card required. Cancel anytime.
+165%
leads last 30 days
Key Features
Call Tracking
Call tracking software attributes (or matches) incoming phone calls to your marketing channels and tactics. This helps you measure the success of advertising campaigns while fine-tuning marketing strategies and spend.
Centralized Lead Capturing and Management
Let your representatives collaborate to progress leads coming through different mediums like phone, email, chats, and web forms.
Conversation Intelligence
& Analytics
Boost sales productivity with deep, personalized
customer insights.
Financial Advisors that develop customer insights
can increase sales productivity as much as 40%.
Call and Voicemail Transcription
Keep a written record of your calls. Special patterns like phone numbers and digits are appropriately formatted. Simply skim the transcription to gather the key details in a few seconds.
Easy CRM integration
Attach lead details and call metadata such as recordings, messages, duration, time of call, and more to your software or an off-the-shelf CRM like Salesforce & Redtail.
Compliance Friendly
Call Recording
Maintain compliance with your encrypted voice recordings with secure storage.
Pricing
(Save up to 20% on annual plans)
| Plan | Free | Professional | Enterprise | |
| Price |
$0/month |
$20/month |
EVERYTHING IN PREMIUM, PLUS:Advanced Customization Dedicated Account Manager Contact Sales |
|
|---|---|---|---|---|
|
Number of Users
*5 users included in the Premium plan.
$5 for each additional users |
1 | 5 | ||
| Capture Leads by Forms, Chats, and Email | ||||
| Capture Leads by Phone | ||||
|
1 local Virtual Phone number*1 local number included in the premium plan,
$5 for each additional number / month Toll Free Number: $10/month |
||||
| Free Call Minutes |
100 minutes*Local call minutes:
0.0425 / minute
above monthly limit Toll free minutes: 0.088 / minute above monthly limit |
|||
| Custom Sources / Channels | ||||
| Register For Free | Register For Free | |||
| Lead Management Software | ||||
| Custom Fields | ||||
| Custom Stages | ||||
| Lead Management Dashboard | ||||
| Lead Tasks with Reminders | ||||
| Lead Export to CSV, Excel | ||||
| Integration with CRM | ||||
| Lead Analytics Dashboard | ||||
| Lead Reporting by Email | ||||
| Register For Free | Register For Free | |||
| Lead Intelligence | ||||
| Email Validation | 100 Included *0.030 / email above monthly limit | |||
| Phone Validation | 100 Included*0.025 / lead above monthly limit | |||
| Caller Id Lookup (name, phone type, carrier, etc) | 100 Included | |||
| Call Recording for Phone Leads | 100 minutes included*0.0125 / minute above monthly limit | |||
| Automatic Call Transcription with Tagging | 10 minutes included*0.216 / minute above monthly limit | |||
| Register For Free | Register For Free | |||
| Support | ||||
| Support by email | ||||
| Support by phone | ||||
| Guaranteed same day response | ||||
| Free Asistance in Setting up and training | ||||
| Register For Free | Register For Free | |||