
Have you had a tough time managing your leads using Excel?
Did you find that other lead management software is just too Expensive?
Have you tried SI Lead Manager – Beta 4 and found it too confusing?
Did you find that other lead management software is just too Expensive?
Have you tried SI Lead Manager – Beta 4 and found it too confusing?
If you’ve answered Yes to any of the above questions, then you need to get SI Lead Manager – Beta 5After working hard for over 7 months, SI Lead Manager Beta 5 is finally ready for release. The interface has been completely redesigned in order to make it a more user friendly and intuitive software. I’ve been using ‘beta 5’ for about a month now and it has worked great!
I’ve added a number of new features as well as streamlined some existing ones. Here are some of the major items...
Interface Improvements
- 3 Pain view allows you to view leads grouped by Lists, Lead types, Currently Marketing to, Closed, Responded, Working, and more….
- Mark leads “Top Priority” by placing a star next to them. You can then filter the leads to only view “Top Priority” items
- Search all leads directly from the top of the screen by Name, Property Address, Owner Address, and more…
- Easily add new Leads, Mailings and Tasks
Improved Lead Organization
- In Beta 4 I always had trouble distinguishing the different statuses of leads once the person had contacted me. Beta 5 has a new organization method called BUCKETS. Once a lead responds you can place them in one of 7 buckets (Responded, Closed, Working, On Hold, Returned Mail (for undelivered pieces), Deal, Marketing)
Improved Mailing Campaign Tracking
- Once you have scheduled all your campaigns, the Mailings feature will show you (All Mailings, Future Mailings, Mailings that are scheduled to be printed over the next 7 days, Mailings that have been printed and are waiting to be mailed over the next 7 days, Passed, Due Mailings,Recently Mailed)
- You will also be able to filter the mailing campaigns by Lead Type or Lists
- Click a mailing and you’ll see a detailed breakdown of the list. See who is Scheduled to get mail, which have been printed, which have been mailed and which have responded.
- Setup Mailing Patterns so you can quickly reproduce a campaign.
Organize all your Contracts
- Organize all your contracts by importing them into the system and giving them a label
- Quickly call up a contract and print it when you need it
- Use one of 50+ contracts donated by J.P. Moses (of REITips.com)
Google Calendar Integration (must have a google account)
- Uploads all Events to your google calendar
- Use google calendar to send you email notifications
- View your SI Lead Manager calendar on your smart phone
Importing leads
- Now you can import your leads directly from Excel 2007-2010 versions (Beta 4 only supporting Excel 2003).
- Now only 3 steps compared to 5 in beta 4
- Auto matching columns (dependent on excel column headings)
- Improved method for manual match of columns
- Duplicate Property Address detection on import (will not import)
Database Pointing & Multi-Database Support
- You can share one database with multiple users if you are on a network.
- Have multiple databases to add another degree of organizations
Tasks Interface
- View all your Tasks (formerly ‘To-Do’) items in one location
- Mark off and add new items more easily
- See all your tasks on your Smart phone with the help of Google Calendar
Tasks on Calendar
- In beta 4, only mailings showed up on the calendar. Now you can view all your Tasks as well.
- You’ll be able to plan out your week much more easily by just checking out the calendar to see when you have to make those phone calls, comp a property or send out a mailing.
Improved Calendar interface
- Each event is marked with a unique icon and a brief description so you don’t have to click through to see what it’s about.
- Change scheduled dates for events directly from calendar
- Print mailings by ‘right-clicking’ on the event
- Expanded 3 month view to allow you to see how busy you are
- Daily, 5-day, 7-day and monthly views
Data Transfer
- Import all data over from Beta 4
And there is much much more!
Get it here: SI Lead Manager – Beta 5 and use beta as the password
-Scott Costello
StrugglingInvestor.com
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