
truLeads
truleads
About App
The perfect solution for any business, especially the modern insurance brokerage! Here are the amazing things you can do in the mobile version of truLeads: ● Captures all your active leads in one place ● View lead profile and update as needed ● Create notes, tasks, and touch points ● Collaborate with other team members ● Communicate with your leads via email & SMS ● Create new leads, add them to workflows, and even assigned them other team members. ● Calendar with glimpse of upcoming tasks th
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