SLATE Campaign Manager

SLATE Campaign Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more. Whether you are at the office on a desktop or in a client's home on a tablet, SLATE Campaign Manager App lets you take your CRM on the go with you so you do not miss a beat when you are out in the field. Use the built in tools to schedule appointments, track lead quality and communicate with your contacts in a variety of methods. Ensure that you are in compliance with the CMS Final Rule, this system features a soft-phone dialing system that allows you to record calls and an easy-to-manage contact book to store, update and even push data over to Agent HQ. Schedule a training session with the SLATE Support Team if interested.

Recent changes:
** What's New:
* Easily manage appointments with service calendar integration
* Customize email snippets to suit your communication style
* Conversations & Tasks filters now stay put for smoother navigation

** Improvements:
* Streamlined Product Editor for better functionality
* Enhanced features for documents and contracts
* Seamless creation of CRM contacts from native contacts
* Fixed call duration reset glitch
* Improved UI for contacts campaigns and workflows
* Addressed multiple issues