Simply the most feature-rich lead management solution available. Every feature is available in every service package.

Enterprise-level lead management feature set.
Custom Tasks

When you set up a task, there is a drop down menu that asks you the task type. Task types are easily customizable to fit your organizations. You can add as many task types as you need. Task types can range from "make initial contact", to "make courtesy call". You can remind yourself to send an email or send a brochure or contract. You can furhter clarify and give more details to the task than just using a task type by entering in a description.

The Task list is refinable by Task Type so you can see how many of each types of task need to be accomplished. Therefore you can organize your tasks and take care of them by the type.

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