Track marketing campaigns and prospect acquisition costs. Run scheduled reports to see which marketing campaigns are performing best.
Auto-tag prospects to marketing campaigns using number called
Automatically syncs caller ID Information
Prospect phone calls are automatically recorded
Receive notifications instantly when there's a missed call
File emails from Google or Outlook to the relevant prospect record directly from your inbox. Provide your team with chronological history of communication with prospects.
CoCounselor allows you to gain visibility into all aspects of an individual case without having to flip to other screens or apps.
Sync with your existing Google or Outlook calendars
Track employee progress with custom reports and field history tracking
Custom automation creates calendar events, tasks, and/or email alerts for your key dates on each case
Individual color coded calendar for each user that can be shared with individuals or the entire firm
Define your case workflow with an automated set of tasks on every new prospect and case, providing an organized checklist for every employee