Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today. Oh, and did we mention how easy it is to use?
Our robust and intuitive lead card system is easy to pick up and makes tracking leads a breeze.
We help you focus the right leads today and close even the coldest leads, be it tomorrow or a year from now.
Break down success rates of different lead sources and producer tasks to optimize your agency's performance.
Track all your leads in one easy-to-use location. See which leads are assigned to which producers and trigger automation as you drag leads down the pipeline.
Boost sales by focusing the hottest leads today. Evaluate what's holding cold leads back and set them on the back-burner until the perfect moment to close the sale.
Does Jon get more leads to quoted, is Lisa better at closing a deal? Monthly trends will help you better assign tasks, discover your stars, and see who's holding you back.
Built to grow your Book of Business, AgencyZoom helps you automate time wasting tasks, grow faster, and retain more customers.