Where you monitor leads, documents, and progress in real time The CRM Dashboard is the main control center for your lead management workflow. It shows e...

The CRM makes it easy to create new leads and update their information as they progress through the intake process. Follow the steps below to make sure ever...

The CRM automates your intake paperwork process from the moment a lead is created. This ensures your team always knows what forms are needed and which ones ...

How leads automatically move through intake stages in the CRM The CRM is designed to guide every new inquiry all the way through onboarding and into ser...

Email templates help your team communicate consistently and efficiently throughout the lead intake workflow. You can create messages once and reuse them for...

Automatically Send Emails Based on Lead Progress Automation rules allow the CRM to send emails without any manual effort as leads move through intake stage...

Pipeline Dashboard Access: Dashboard → Pipeline Provides a visual overview of your lead management performance, including: Total leads by stage C...