FBP Sales and CRM

The backbone of the FBP Sales and CRM app is what you are able to accomplish after you capture the lead. Our Multi-channel follow up campaigns with all the automations already put in and designed with engaging follow ups to capture engaged responses from your leads. This includes a 21 day lead development automation that will help you nurture your leads and increase your sales so none of your leads slip through the net. It manages your sales calls process through a call centre inspired technology that automatically organises your daily calls through a call dialler so you never miss calling your leads. All calls can be recorded and kept within the notes and communications area of each specific lead. This enables an improved tracking and sales process for yourself and your team members. It allows you to connect with your leads through Phone Connect, Voicemail Drops, SMS/MMS, Emails, and even Facebook Messenger. Our full featured mobile app allows you to communicate with your leads on all devices.

The app is an amazing place to host all of you tracking and analytics for your sales process so you see where needs improving.

On top of the lead development and sales side of the app it is also an amazing retention tool for your new and current clients with all of your members journeys for each specific program you run integrated into the platform. This includes a range of different touch points and support messages to clients through SMS, email, telephone calls and tasks for staff members so the client receives a world class member experience with you.

Recent changes:
- Send WhatsApp voice notes directly from conversations
- Calendar now supports viewing and managing multi-day events
- Easily identify and filter documents by payment status
- View detailed tax breakdowns on invoices and documents with ease.
- Various bug fixes and performance improvements