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Description
Streamline your sales workflows and enhance your conversion rates from leads to clients by utilizing a sales and marketing automation platform tailored exclusively for financial advisors. This innovative solution will help you maximize efficiency and effectiveness in your outreach efforts.
Description
Introducing the premier prospecting solution from the forefront of sales telephony innovation.
• Featuring a unique copper-based technology that ensures unmatched call clarity and immediate connection.
• Benefit from straightforward calling modes and sophisticated filters that provide quick access to effective sales strategies.
• Utilize the Click to Call function for a blend of manual list management and nurturing calls.
• Experience automated single line power dialing, reaching up to 85 calls each hour.
• Take advantage of automated multi-line power dialing, capable of up to 300 calls per hour.
Effectively oversee leads, contacts, and your sales pipeline with our user-friendly lead manager.
• Easily import data, automatically post information from our trusted data partners, or utilize our tailored lead capture forms to enhance your pipeline.
• Craft calling lists, categorize your data into personalized groups, and establish customized workflows.
• Stay organized with Mojo's comprehensive calendar and scheduling tools for managing tasks, follow-up calls, and appointments, ensuring nothing slips through the cracks.
This all-in-one system transforms your sales process, empowering you to maximize productivity and efficiency like never before.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Axis LMS
BoomTown
Follow Up Boss
InvestorFuse
Lofty
Mojo Skip Tracer
Shift
Top Producer CRM
Wise Agent
Zapier
Integrations
Axis LMS
BoomTown
Follow Up Boss
InvestorFuse
Lofty
Mojo Skip Tracer
Shift
Top Producer CRM
Wise Agent
Zapier
Pricing Details
$60/month
Free Trial
Free Version
Pricing Details
$99 per license
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
LeadCenter.AI
Founded
2016
Country
United States
Website
www.leadcenter.ai/
Vendor Details
Company Name
Mojo Dialing Solutions
Founded
2001
Country
United States
Website
www.mojosells.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Auto Dialer
Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management