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SLATE Lead Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more
SLATE Campaign Manager
by SLATE Lead Manager
What is it about?
SLATE Lead Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more. Whether you are at the office on a desktop or in a client's home on a tablet, The SLATE Lead Manager App lets you take your CRM on the go with you so you do not miss a beat when you are out in the field. Use the built in tools to schedule appointments, track lead quality and communicate with your contacts in a variety of methods. Ensure that you are in compliance with the CMS Final Rule, this system features a soft-phone dialing system that allows you to record calls and an easy-to-manage contact book to store, update and even push data over to Agent HQ. Schedule a training session with the SLATE Support Team if interested.
App Screenshots
App Store Description
SLATE Lead Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more. Whether you are at the office on a desktop or in a client's home on a tablet, The SLATE Lead Manager App lets you take your CRM on the go with you so you do not miss a beat when you are out in the field. Use the built in tools to schedule appointments, track lead quality and communicate with your contacts in a variety of methods. Ensure that you are in compliance with the CMS Final Rule, this system features a soft-phone dialing system that allows you to record calls and an easy-to-manage contact book to store, update and even push data over to Agent HQ. Schedule a training session with the SLATE Support Team if interested.
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AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to takedown@appadvice.com and your information will be removed.
