Client Retention Manager (CRM)
All Of Your Customers and Prospects In One Place
CRM
All Of Your Customers and Prospects In One Place
When you are focused on turning leads into customers, having a powerful CRM is paramount.
Proper customer relationship management is vital for any business
Using our CRM, you can truly integrate your business.
Contact Tracking
Having customer and prospect information at your fingertips is great. Now imagine if that were integrated with all of your marketing and follow up to make sure nothing ever falls through the cracks.
Smart Lists
Lists of customers and prospects is great, but our smart lists allow you to create filtered lists any way you need. From people who live in a certain area to people who have bought specific products, the options are limitless.
Fully Customizable
Most CRMs have limited or no ability to add custom fields. Ours is fully customizable. You can add fields within the system to track anything you need. Warranty dates? Wedding anniversaries? You name it.
When you are focused on turning leads into customers, having a powerful CRM is paramount.
Proper customer relationship management is vital for any business
Using our CRM, you can truly integrate your business.
Contact Tracking
Having customer and prospect information at your fingertips is great. Now imagine if that were integrated with all of your marketing and follow up to make sure nothing ever falls through the cracks.
Smart Lists
Lists of customers and prospects is great, but our smart lists allow you to create filtered lists any way you need. From people who live in a certain area to people who have bought specific products, the options are limitless.
Fully Customizable
Most CRMs have limited or no ability to add custom fields. Ours is fully customizable. You can add fields within the system to track anything you need. Warranty dates? Wedding anniversaries? You name it.
Email Or Text
Quickly get in touch
The CRM is integrated both with your email marketing and SMS so you can send emails or text messages to customers right within their contact record. No more copying and pasting into something else just to send somButtoneone a message.
Email Or Text
Quickly get in touch
The CRM is integrated both with your email marketing and SMS so you can send emails or text messages to customers right within their contact record. No more copying and pasting into something else just to send somButtoneone a message.
Easily See Activity
Track all activity across the platform
As a CRM, keeping track of customer and prospect information is powerful. But what is even more powerful is the ability to see everything they do. Track activity across your website pages to see what they are interested in, track what they click on within emails, and much more. Don't guess at what people are interested in. Let their activity tell you.
Easily See Activity
Track all activity across the platform
As a CRM, keeping track of customer and prospect information is powerful. But what is even more powerful is the ability to see everything they do. Track activity across your website pages to see what they are interested in, track what they click on within emails, and much more. Don't guess at what people are interested in. Let their activity tell you.
Prospects to customers and customers to repeat customers
By routing your customers and prospects to more of what they are interested in, you have the capacity to increase your sales while also providing a great experience for your contacts.
Prospects to customers and customers to repeat customers
By routing your customers and prospects to more of what they are interested in, you have the capacity to increase your sales while also providing a great experience for your contacts.
"No Risk Guarantee"
The Choice Is Yours
When you join Level Up, you'll have your choice of guarantees to choose from
Option 1: Start today and get a 30 day money back guarantee. If, for any reason, you're not 100% satisfied with your Level Up License within 30 days of your purchase, simply reach out to Member Support, and we'll gladly issue you a full refund for your monthly subscription. No questions asked.
Option 2: Start today and get a FREE Trial. No payment is due until the free trial is over.
*Memberships are month to month, no contracts!
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Level Up Pipeline
10620 Southern Highlands Pkwy
Suite 110-742
Las Vegas, NV 89141
Phone: 702-744-7656
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