Stay connected and keep a detailed record of communication history with potential clients.
File emails from Google and Outlook to the relevant prospect record directly from your inbox.
Additionally, chronological history of communication with prospects will be provided to you and your team.
Does it sync with Google and Outlook?
Yes! CoCounselor syncs with Google and Outlook to allow you to work more efficiently.
Can you include companies as a contact?
Yes! If you want to store insurance companies or hospitals contact information, you can do so. They are listed under the companies tab.