Your CRM stores detailed records for each lead, including:
- Contact Information: Name, phone number, email address, etc.
- Lead Source: Identify FinanceVine as the source for accurate tracking (we can do this for you during the onboarding process).
- Interaction History: Log every interaction, including calls, emails, and text messages.
- Notes: Record important details about the lead’s needs, preferences, and concerns or any other rapport-building details (someone’s favorite sports team, a child’s name, etc)
- Documents: Store relevant documents, such as applications or financial statements, securely.
Having this information readily available ensures personalized communication and efficient follow-up.