PROSPECT MANAGEMENT

Close more business and never miss an opportunity

Rethink’s Prospect Console, brokers can fly through call lists, create call lists, set follow-up reminders, and manage each prospect more efficiently to help win more business. All of your prospecting information is on one, easy-to-view console that helps you make more calls and close more deals!

schedule demo
Rethink Prospecting Dashboard

YOUR Prospects

Leveraging Salesforce.com’s security model, ensure your leads and prospects are yours and yours only. Decide which prospects and contacts you wish to share with colleagues and team members when you want.

Create Call Lists

Maximize your marketing efforts with targeted emails. With Rethink CRM’s Prospect Management tool, you can easily create call lists using any filter imaginable so that a lead never goes untouched. You can add, update, and delete your call lists as your business grows and evolves.

Track Activities

Log a recent call. Or send and capture an email to recap a conversation. All of your activities are tracked in Rethink CRM so that you never miss a thing.

Join Thousands of Brokers in the Rethink CRM Cloud

schedule demo