Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Establish a lead queue and rank them according to their current status for optimal follow-up management. Disposition leads using tailored parameters while seamlessly scheduling subsequent communications. Facilitate warm transfers to team members for enhanced collaboration. Share insights and work together with team members and referral partners on each lead to streamline the process. Boost lead conversion rates by automating communication, thereby connecting more partners with leads earlier in the sales journey. Simplify the loan closing process for borrowers with an automated experience that links to their financial accounts to pre-fill much of the 1003 form and required documentation. Personalize your workflows and set up automated follow-ups for both new leads and previous clients by implementing preset triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, utilize a comprehensive tablet application that features a sign-in sheet syncing with your CRM. Upload listing images and provide your visitors with a polished follow-up email that includes the listing details and your contact information, ensuring they have everything they need to reach out. This proactive approach not only enhances communication but also builds stronger relationships with potential clients.

Description

Whiz Sales Customer Relationship Management (CRM) is crafted to enhance teamwork and optimize workflows for your sales personnel, leading to increased efficiency and a quicker sales cycle. This fully mobile application is remarkably simple to deploy and navigate, ensuring you can start utilizing its features within days. With Whiz Sales, all your leads, clients, contacts, schedules, and follow-up information can be managed in one integrated workspace. You can view real-time lead statuses, track customer follow-ups, send greetings to clients, and more, all through customizable dashboards. The platform helps the sales team stay organized by providing regular, timely reminders for events, tasks, meetings, emails, and other important activities, ensuring nothing falls through the cracks. Ultimately, Whiz Sales empowers your team to focus on what really matters: closing deals and building strong customer relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

LenderHomePage
Stackreaction
Zapier
Zillow
dotloop

Integrations

LenderHomePage
Stackreaction
Zapier
Zillow
dotloop

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Big Purple Dot

Country

United States

Website

www.bigpurpledot.com

Vendor Details

Company Name

e-Whiz Solutions

Founded

2009

Country

United States

Website

www.ewhizglobal.com/crm-whiz-sales/

Product Features

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

monday CRM Reviews

monday CRM

monday.com

Alternatives

CompanyHub CRM Reviews

CompanyHub CRM

CompanyHub
CVenture  Reviews

CVenture

Chamunda Tech-Net Service
XceedCRM Reviews

XceedCRM

Assomo Technologies Private Limited
Info-Tech CRM Reviews

Info-Tech CRM

Info-Tech Systems Ltd
iSales CRM Reviews

iSales CRM

IT IDOL Technologies