October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 1 Overview Features (1)

  • No Duplicate Leads or Contacts.
  • Searches your preferred criteria, such as Emails or Mobiles.
  • Matches contact email addresses to client websites.
  • Multiple Enquiries for each Lead, Contact & Account Record.
  • Website Integration.
  • Find and Add Widget for Sales Teams using CRM.
  • Compare Records Widget.
  • Automatic Invoice Creation for Upfront Payments.
  • Automatic Lead Conversion for Accepted Quotes.
  • Sales Enquiry Reports and Dashboards.