Lead Management
How it works:
Capture Lead
Screen
Chase
Send Contract
Sign Case
Capture every lead
Never lose a lead. Track every lead from every source all the way through to conversion.
No more missing lead information. Create custom intake scripts that fit your team’s specific call flows and document leads more effectively.
Optimize your marketing budget
Increase your profits without increasing spending. Know exactly where your leads are coming from so you can invest where it matters most.
Lead Docket has multiple integrations with marketing tools so your workflow doesn’t have to change.
Never forget to follow up
Automate recurring tasks for your team to complete for each lead to ensure nothing slips through the cracks.
Timing matters. Preset your follow-up task flows and automated messaging so your lead gets the right message at the right time.
Enhance your lead efforts through reporting
Make better business decisions. Track lead volume over time, revenue by source, and other key indicators.
Never miss an opportunity. The intake dashboard helps your team work productively by displaying goals, priorities, and tasks.
Refer leads efficiently
Sit back, relax, and let Lead Docket chase down referral fees and automatically check in with referral partners for you.
Save time and reduce errors by sending lead information to referral partners directly from Lead Docket.
Benefits you'll love
