Document Management |
Document Management is an important and useful feature of LeadOrganizer.
Many Agents have already pre-written email and mail templates that have proven successful for them. Rather than having to re-create these documents, LeadOrganizer will allow an Agent to easily upload the document making it available at any time for any client. If a Document is uploaded it can also be made “Public” so that fellow agents working together can share the templates and save time during setup. |
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With integrated features and functionality, LeadOrganizer™ exceeds expectations by providing cost effectiveness, security and customizability in all areas of operations from linear integration of data to channelizing effective
e-marketing communication helps you to organize your agency and lead it to higher profits and growths. |
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