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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CallToSale is a comprehensive software solution and managed service tailored for retailers utilizing Shopify and Shopify POS, effectively linking various marketing sources, phone interactions, and website forms to track identifiable sales both online and in physical stores. In conjunction with CallRail's call tracking capabilities and HighLevel's lead management, it allows for the transmission of eligible conversion events and revenue data to associated advertising platforms. The service offers different plans that encompass initial setup and ongoing monitoring, with enhanced reporting and customer follow-up functionalities available in the premium tiers. The matching process for sales attribution is contingent upon the availability of customer information, their consent, and the specific rules set by the platforms. To utilize CallToSale, a Shopify or Shopify POS account is mandatory, with the starting price for the Connect plan being $399 USD per month, along with a $199 setup fee; this plan necessitates existing subscriptions to both CallRail and HighLevel, while the higher-tier plans include these tools as part of their offerings. Overall, CallToSale aims to streamline the sales tracking process for retailers, enhancing their ability to analyze customer interactions and improve marketing strategies.

Description

Forefront CRM serves as an all-encompassing tool tailored to enhance lead management for real estate investors. With its user-friendly visual pipeline and drag-and-drop capabilities, it empowers users to personalize workflows while easily monitoring the progress of every lead. The platform automates follow-up initiatives via SMS, email, and task assignments, guaranteeing that communication with leads remains steady and effective. All pertinent lead information, such as notes, communication records, and property specifics, is consolidated for quick and convenient retrieval. Additionally, Forefront CRM seamlessly integrates with services like smrtPhone and CallRail, enabling users to monitor calls, messages, and voicemails, thus providing a thorough communication record for each lead. The software also includes real-time Key Performance Indicators (KPIs) and reporting features that yield valuable insights into the effectiveness of marketing campaigns and team productivity. Furthermore, it offers task management capabilities with automated assignments and alerts, an iOS application for users on the go, and customizable fields to capture vital lead information, ensuring that every detail is accounted for in the lead management process. This comprehensive suite of features makes Forefront CRM an invaluable asset for real estate investors looking to optimize their operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

CallRail Yes 
CallTools No 
GoHighLevel Yes 
Shopify Yes 
Shopify POS Yes 

Integrations

CallRail Yes 
CallTools Yes 
GoHighLevel No 
Shopify No 
Shopify POS No 

Pricing Details

$399/month
Connect costs $399 USD per month plus a $199 setup fee and requires separate paid CallRail and HighLevel subscriptions. Higher plans include CallRail and HighLevel. Plans include setup and ongoing monitoring; reporting and customer follow-up features are available on higher tiers.
Free Trial No 
Free Version No 

Pricing Details

$99 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CallToSale

Website

www.calltosale.com

Vendor Details

Company Name

Forefront CRM

Country

United States

Website

forefrontcrm.com

Product Features

Marketing Attribution

Attribution Modeling No 
Audience Segmentation No 
Conversion Tracking No 
Cross-Channel Attribution No 
Customer Journey Mapping No 
Multi-Touch Attribution No 
Predictive Analytics No 
ROI Tracking No 

Product Features

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

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