Acquire
Office Check-In
Record each client visit with a timestamp. Your team can manage their client session with comments and notes directly in check-ins.
Office Check-Ins
Office Visit Tracking
Be informed of how many times your lead, prospect or client has visited your office and know what was discussed in the meeting within a second.
Measure Conversion time
On the basis of attended time, determine your counselor’s time taken to convert a lead or prospect.