SLATE Lead Manager

SLATE Lead Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more. Whether you are at the office on a desktop or in a client's home on a tablet, The SLATE Lead Manager App lets you take your CRM on the go with you so you do not miss a beat when you are out in the field. Use the built in tools to schedule appointments, track lead quality and communicate with your contacts in a variety of methods. Ensure that you are in compliance with the CMS Final Rule, this system features a soft-phone dialing system that allows you to record calls and an easy-to-manage contact book to store, update and even push data over to Agent HQ. Schedule a training session with the SLATE Support Team if interested.