Lead Management

Maximize the Value of Your Leads to Drive Conversion

Our lead management capability is designed to streamline lead and referral management processes in order to drive best practices for capturing, scoring, distributing, and nurturing these opportunities to drive conversions and maximize profitability. Advisors can also implement closed-loop analytics to proactively drive the right behaviours proactively and equip management to eliminate bottlenecks and optimize results.

On top of that, our lead workspace:

  • Guides lead assignment and distribution via targeted interactive dashboards
  • Provides advanced filtering capabilities to identify targeted leads

The Value that Our Lead Management Feature Can Provide You

  • Equips you to capture and categorize all lead information
  • Provides you the ability to score and determine the profitability of each lead
  • Fosters adoption by making it easier for sales reps to convert leads
  • Drive revenue predictability and optimize processes

And that’s just the beginning!

Explore our CRM product further.

Get started today and let us help you attain success.

Book a demo today to learn why leading financial services organizations choose our Intelligent Customer Management Solution to increase assets under management and share of wallet.

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Have a question? Get in touch with us today.

Contact our team today and we will be happy to answer any questions or concerns you may have. If you already use NexJ, you can head over to the NexJ developer community for more technical support.

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