Connect Now platform makes Contact Management easy!

New Contact Management Functionality within the Connect Now platform

Connect Now is the mobile app for claiming and converting incoming sales leads quickly. The platform takes leads from any digital source and routes them immediately to you. A bunch of recent updates help you with contact management and working those leads after you claim them.

Connect Now Contact Management Update

Claimed leads in the Connect Now platform are now “Contacts”, containing contact info, a “stage” (new, contacted, qualified, etc.), unlimited free-text tags (e.g. “potential client”, “hot lead”, “detailed”, “discount oriented”), notes, and information about price range and any other product/service specifics. Contacts can be shared with other salespeople or team members (so that you can jointly work the lead). In addition to managing contacts that come in as new leads, users can add contacts manually.

New Contact Management Functionality - Contact information and more!
New Contact Management Functionality - Contact information and more!

Contact History and Text Templates

When you call, email, or text a contact in the app that information is automatically logged. It’s easy to see the last time to reached out to a contact and to view a quick history of communications, as well as information on the product or service they’re interested in.

Now you can see all recent actions and contact management history within the Connect Now app!
Now you can see all recent actions and contact management history within the Connect Now app!

Text templates (which include dynamic fields) make it faster and easier to both claim leads and follow up with leads.

Prepare a personalized response in an instant!
Prepare a personalized response in an instant!

Speed to Lead

Responding quickly to leads is paramount to lead conversion and Connect Now makes it easy. You can now use Connect Now for immediate follow up and we also send leads to your CRM or email marketing platform for long-term or short-term nurture.

Book a demo with Connect Now and let us help you optimize your lead response process!