Sales Automation

After understanding your goals, habits and current finances, we’ll recommend strategies tailored to your specific needs.


Investing is where we excel – it’s kind of our thing. Our software allows us to execute complex strategies quickly and more frequently than a person ever could.


Investing is where we excel – it’s kind of our thing. Our software allows us to execute complex strategies quickly and more frequently than a person ever could.


Say goodbye to the days of

spreadsheets

As leads come in from your website and facebook ads they automatically populate . Once they populate in your account the software then pulls back all relevant information available on the contact including their social media accounts.

Automated Text & Email Follow Up

Automate everything, sit back and enjoy the show. Once a new lead responds to one of these messages AI will intelligently send a response that moves them in a pre-determined direction.

For all of your leads that are not closed initially, they can be entered into a lead nurturing campaign. From there – our AI software will regularly follow up with old leads through text and email.

Call, text, and email from the same
place

Tired of juggling phones and logging in and out of email accounts? Track all communication in a centralized location to maximize your effectiveness and productivity.

Instantly view a snapshot of your
business pipeline

View the exact number of leads in the pipeline and where they are in the sales process.

View sales activity for the entire organization or by user.