ToolSort
ToolSort is an intuitive, customizable CRM designed specifically for the consortium sector. It seamlessly integrates with social media for lead capture, automates lead distribution among sales teams, and enhances operational efficiency with features like contract lifecycle management and automated reminders, all while providing easy access to vital client information.
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Top ToolSort Features
- Lead capture from social media
- Automated lead distribution
- Integration with NEWCON platform
- Automated collection reminders
- WhatsApp support bot
- Customizable system interface
- Centralized client information
- Contract lifecycle management
- Financial movement tracking
- Personalized reporting for consortia
- Integration with financial systems
- Automated email marketing
- Task scheduling automation
- Customer segmentation for campaigns
- Document attachment in client records
- Sales team commission tracking
- Performance analytics dashboard
- Efficient sales cycle tracking
- User access level management
- Streamlined internal communication.
