Can Replace:

Outlook
ACT
Top Producer

Leads Management & Contact Database
	Separate Contact Database for the Office & Each Agent
	Agents see ONLY their own Leads
	Office can distribute their Leads to Agents
		Instant notification by email & text messaging
		Pull Leads if not contacted and give to another Agent
		Link office Leads back to Commission check formulas for accounting
	Logs every message sent to Lead
	Launch a saved Action Plan for the Lead to the Agent's calendar
	Overdue Reminders for follow up and constant contact
	Private website for each Lead
		Download & Upload Transaction documents
		Read / Add to communication Log
	Schedule all kinds of activities to Agent calendar for each Lead
	One screen for viewing all Lead information
		Communication Log
		Activity History
		Action Plan Progress
		Online Transaction Documents
see more in AccountTECH eLearning

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I have lots of good leads -that aren't ready to buy yet. I need some way to remember NOT to forget them.

I want to build up my business by Referral, and my coach tells me I have to cultivate business from my past clients. They are my best source of business and sometimes I get so busy with day-to-day stuff that I don't make time to stay-in-touch