Folders by status
Hot, Warm, Cold and every status you use get their own folder.
FeaturesLead Management
Every lead in the right folder, overdue first.
Lead Management sorts your leads into folders by the statuses in your CRM. Overdue follow-ups come first, then what's due today, so nobody who raised their hand slips through the cracks.
- Folders from your CRM statuses
- Overdue first
- On iPhone and Chrome
Single-line power dialer included
Works with any CRM
CleanLine on every number
iPhone and Chrome apps
What it does
Follow-ups that never get buried.
Prospecting is for sellers you haven't reached yet. Lead Management is for the people who said yes, so your follow-ups don't get lost under cold calls.
Overdue first
Due dates come from your open tasks, so the list is always current.
Everything a tap away
Open a lead and its notes, tasks and last call are right there.
Daily goals
Set goals for dials and leads worked, and watch them count up as you go.
A follow-up day
Open the folder. Work it top to bottom.
- Open a folderPick Hot, Warm or any status. Overdue leads sit at the top.
- Call from the leadNotes, tasks and the last conversation are on screen before you dial.
- Log what happenedThe outcome saves to the record and the next follow-up date is set for you.
Keep exploring
Works even better together.
Questions
Good to know.
Where do the folders come from?
From the statuses in your CRM. With DataSift, you pick which filter presets show up as folders.
How does it know what's overdue?
From the due dates on each lead's open tasks. Finish a task or set a new one and the folder updates.
What's the difference between Prospecting and Lead Management?
Prospecting is for new sellers you haven't reached yet. Lead Management is for the people who raised their hand, so follow-ups never get buried under cold calls.
Can my whole team use it?
Yes. Every seat gets Lead Management on the iPhone and in Chrome.
Does it cost extra?
No. Lead Management is part of every seat. See pricing.
Start your next dial session on HandRaise.
$199 a month for your first seat, $175 a month for each added seat. First 7 days free, then month to month. Cancel anytime.