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ease
features
design
support

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Description

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

Description

No matter where you are—be it at the office, at home, or in another location—you will always have the opportunity to engage with potential customers. Salestango serves as your virtual assistant, emphasizing the critical importance of timely client follow-ups to successfully close deals. With Salestango, you can receive timely mobile reminders, helping you turn leads into sales more effectively. The suite of tools provided by Salestango empowers your sales team to enhance their lead conversion rates, potentially increasing your sales by 20-30%. You can effortlessly manage your leads by submitting them and accessing all information from a single location. Additionally, lead forwarding allows you to allocate leads to the appropriate teams for optimal handling. To ensure you never miss a follow-up, you can set reminders and receive mobile alerts precisely when needed. Furthermore, you can monitor your monthly sales figures, whether in total or broken down by individual performance. The platform also enables you to manage deals by submitting all matured leads and reviewing your sales summary. Lastly, exporting your leads from the CRM can be accomplished with just one simple click, streamlining your workflow further. With these features, Salestango transforms the way you approach sales and lead management.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Gmail
Slybroadcast
VoiceDrop.ai

Integrations

ActiveCampaign
Gmail
Slybroadcast
VoiceDrop.ai

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2.61 per user per month
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

MLO Shift

Founded

2016

Country

United States

Website

www.mloshift.com

Vendor Details

Company Name

Salestango

Country

India

Website

www.salestango.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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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