Clients Dashboard
Back to Home
Video
Clients Dashboard Overview
We have the industry's most Advanced Client Dashboard, with features like Current Status, Progress Bars, Assigned Agents or Sales People, when the next Import is due and many more...Not only that, but each column header is sortable, and there is even a "Quick View" which will expand more details on that client, before you open their entire file.

Tools like "Quick Email" to selected leads or clients, Mass Update actions, and the ability to create "Saved Searches" based on your customized search criteria will allow you to easily manage volume.