Lead Management
Track your leads: measure your marketing success.
Our Lead Management tool provides a clear and simple look at the leads you’ve generated through both our platform and your external marketing efforts, as well as the projected value these leads will add to your business. Best of all? It’s free for all MyAdvice clients.
MyAdvice Lead Management
Marketing without measuring is a recipe for disappointment.
Here's what you get, why it matters, and what's included.
Bidirectional SMS Capabilities
Build stronger relationships with your clients and convert leads into loyal customers.
View full message histories, track delivery in real-time, update lead statuses instantly, and manage opt-in preferences for efficient, context-rich communication.
Additional Visibility
Understand the value and type of each lead you receive at a glance.
Lead Management comes pre-configured with values for specific services, lifetime amounts, and projected lead conversion rates based on third-party industry data. These can be configured as needed to dial in the revenue opportunity for your business on an overall level or a location-specific basis. Based on these configurations, every lead comes into the system with a projected value.
Revenue + Lifetime Value Projections
Calculate the projected revenue of leads by individual visits and their lifetime value.
Lead Management calculates these values for you so you can view your potential revenue in terms of both individual visits and the projected lifetime value of a lead throughout your relationship.
Location Filters
See where your leads are coming from and identify trends easily.
Drill down within Lead Management to see location-specific lead volume, statuses, and more.
Customizable Status + Field Options
Don’t see the parameter you need? Add it!
Allow staff to note the conversion status of leads and record important information as they interact with them, such as Insurance Provider, Nickname, etc., as well as freeform text fields.
Assignment Capabilities
Never miss a lead again; instead, assign it directly to the right person in your organization.
By assigning leads to specific people within your organization, you can ensure ownership of follow-up and conversion.
Internal + External Auto-Responders
Auto-responders let you communicate immediately with new leads while alerting employees simultaneously.
Get immediate, personalized communication to a new lead while giving the staff or other internal stakeholders a heads-up that the new lead needs attention.
Ad-Hoc Notes
Take whatever notes you need about a lead so everyone is on the same page.
Add explanations or any other details to a Lead record so staff members are on the same page when interacting with an individual.
External Leads
Add leads from sources like the phone or emails.
Use Lead Management to track leads from sources outside of your MyAdvice platform, such as phone calls and emails.
Shine online.
You’ve worked too hard for too long to blend in online. MyAdvice shines a light on the great work you do so others take notice.
