Aquifer CRM Lead management is the strategy that sales teams use to understand which stages of the pipeline their deals are in. Aquifer CRM tracking helps sales teams know whether a lead or prospect is on a path to closing. Many companies choose to use software that streamlines this process and uses automation to encourage leads through the sales process with workflows and targeted marketing.

Aquifer CRM lead management software does exactly that. Instead of using manual tracking, let your sales team leverage the power of a fully automated tracking system. Instead of manually triggering flows or reaching out manually, your team will be able to use Aquifer lead management smart functionality to trigger interaction at exactly the right time.

Lead system features:

  • Add or import new leads
  • Subscribe to Merchant Kings social media lead campaigns
  • Fully integrated phone system using USB headset, voice mails, conference calls
  • Incoming and outgoing call reporting
  • Track all leads by lead campaign names
  • Submit real time merchant applications directly to your processors
  • Upload and track supporting documentation from your merchants
  • Forward facing merchant applications for your customers
  • Create appointments, tasks, reminders for all customers
  • Receive email notification reminders of all appointments
  • Receive text message reminders
  • Produce rate quotes for customers
  • Full email system allowing you to send customers emails and documents
  • Complete shopping cart of all your POS equipment and software
  • Send invoices to your customers
  • Fully integrated with www.achworks.com so you can pay your team easily, or allow your customers to pay invoices via ACH
  • Create customer service trouble tickets
  • Integration with MapQuest
  • Print mailing labels
  • And much more...