Leadcloser is an insurance specific CRM designed with advisors/agents in mind.
The app helps you engage with your leads and customers conveniently through a tablet device. Leadcloser is designed to improve productivity, shorten the sales cycle and optimize customer engagement. It captures relevant insurance specific information about your leads so that you can better engage with them and get right products for them. it has built-in tools that allow you to get all your leads in one place, better track your activities and manage your sales pursuits. Accelerate your sales process and close more leads with lead closer.
Key Features
Get Insurance lead profile
Organize and Prioritize your tasks
Activity Tracking
Track you Sales Pipeline
Notes
Dashboards
Login
Smart Tools to link with Social Media
Document Storage and Retrieval
Alerts
Login with LinkedIn
Premium Features ( coming soon )
Customized Dashboards
Collaboration with team members
Scan your business card
Combine your leads using import tools
LeadCloser is free for individual use. Our premium version of the app will be launched soon on a subscription model. LeadCloser is also available for enterprise use. Please contact us so that we can customize it for your needs.
At Intellect, our goal is to simplify the way insurers do business. We want advisors to be able to get the right product at the right time to the customers. Lead closer is your virtual sales assistant allowing you to focus on building relationships and taking care of
For feedback or questions please email [email protected] For more information you can visit our website www.intellectleadcloser.com. Visit our website to know our terms and conditions and privacy policy .