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About Screenshot from the Award Winning Leading Financial Advisor CRM Software Azure Path

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Azurepath is founded on solid principles. It listens to your concerns, never raises its monthly pricing and does not dangle features. The entity’s software automates sales forecasting and lead management. With Azurepath’s automated lead follow up, you do not need scheduled reminders. You only need to choose a time in the system when you think the lead is growing cold and let Azurepath take over. The automated sales forecasting feature creates razor-sharp sales forecast, some months in the future, by using Azurepath’s historical insights and simple sliders. By adding [email protected] to any email, you will be in a position to track all the sales rep communication. You are also at will to add a canned lead note after a meeting or call, in just two touches. Through the company’s automated constant contact integration, you can send many emails as well as track the engagement levels. At the summit of the visual lead queue are the names of the engaged prospects, which helps to guide the follow up and the activities undertaken by your sales rep.