Capture More Leads with Ease for Financial Advisors

Don't waste time manually capturing leads. With, you can easily capture leads from various sources and receive real-time notifications. Start converting leads into customers today.

Multiple Lead Sources


Automated Lead Capture


Real-Time Lead Analysis


Instant Lead Capture

With, businesses can capture leads instantly from various sources such as calls, forms, email forwarding, and calendars. The platform provides virtual numbers for businesses to use for calls, integrates with WordPress for forms, and supports bulk CSV uploads. This allows businesses to capture leads as soon as they show interest, increasing the chances of conversion.

Customizable Lead Fields offers customizable lead fields that allow businesses to capture specific information about their leads. This enables businesses to better understand their leads’ needs and preferences, and tailor their marketing efforts accordingly. With, businesses can capture not only basic contact information but also relevant details such as job title, company size, and industry.

Track Lead Sources and Campaigns

With, you can easily track the sources and campaigns that are generating the most leads. By analyzing this data, you can make informed decisions about where to allocate your marketing resources and adjust your strategy accordingly. Additionally, allows you to assign leads to specific campaigns and view reports on the performance of each campaign, giving you a clear understanding of what’s working and what’s not.
You can capture leads using from various sources, including calls, forms, emails, and calendars. Once a lead is captured, you will receive a real-time notification, and the lead’s information will be stored in sends real-time notifications to your team via email, and SMS whenever a new lead is captured.

Yes, integrates with various CRMs, including Salesforce, and Redtail CRM. This integration ensures that your leads are automatically transferred to your CRM, making it easy to manage and follow up with them.
Yes, provides detailed analytics that allows you to track the performance of your lead capture campaigns. You can see how many leads were captured, which campaigns performed best, and how many calls were made.
No, provides virtual numbers that you can use to capture leads. This ensures that your personal phone number remains private.
Yes, you can customize lead statuses in to match your specific sales process. This allows you to track leads more accurately and ensure that everyone on the sales team is on the same page.

Start Capturing More Leads Today

Don’t let potential leads slip through the cracks. With, you can capture leads from various sources and receive real-time notifications to ensure prompt follow-up. Start capturing more leads and growing your business now.
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