Features and benefits


Grow your franchise by easily capturing, contacting, qualifying, and converting leads into sales. We make it easier to manage your sales team and marketing campaigns while increasing efficiency and production.

Sales Insight

Align and streamline sales and marketing through automation.

  • Automatically capture and distribute incoming leads to ensure quick follow up and get the right leads to the right team members.
  • Intelligently identify prospect lead scores based on custom business rules for lead qualification and follow up, and automatically prioritize and queue up activity lists for sales team members.
  • Email nurturing provides drip campaigns to ensure a quick response with new prospects while keeping a spotlight on past candidates through automation to ensure no opportunity is lost.
  • Sell more top-of-mind and streamline collaboration with real time lead alerts, knowing the exact moment prospects are engaged in marketing collateral and automatically updating team members on all sales and marketing activity.
  • Track and Analyze every aspect of your sales and marketing efforts from cost measures to time frame analysis, pipeline reports, demographics, and much more.
  • Our sales and marketing expertise as well as a disciplined focus on customer service and implementations helps our clients maximize user adoption.

Web to Lead Capture

Capture every lead instantly from any 3rd party web portals, your corporate website, or lead lists as file uploads to ensure quick follow-up times and to eliminate manual efforts of data entry.

  • Lead Parsing: Email notifications with prospect information can be parsed from 3rd party web portals or your own corporate website automatically.
  • API Form Post: 3rd party lead providers and your corporate website can easily connect with our API interface to post new lead information directly into the system.
  • Web Services Integration: Send and receive prospect information and downstream process data with other company systems to analyze business trends across departments and streamline collaboration.

Lead Segmentation

Automatically distribute and segment prospects to team members and MaxGroups eliminating manual efforts and insuring consistency with lead assignment and email communications.

  • Robust routing engine that can assign leads based on demographics, financials, round robin, weighted and capped measurements, or any other custom form data captured.
  • MaxGroup design for segmenting leads based on your business strategies and team structure such as territory assignment, lead qualification measures, different departments, business concepts, and much more.
  • Custom business rules unique to MaxGroups for email campaign delivery, lead routing, team member access, and lead alerts.

Lead Prioritization

A critical component to help sales quickly and easily identify the hottest prospects, while automatically prioritizing marketing campaigns and follow-up tasks.

  • Identify which prospects and leads are most interested and qualified, and automatically assign positive and negative scores based on demographics, campaign behavior, custom candidate ratings, pipeline status, lead source, and more.
  • Automatically prioritize task follow up for sales team members based on lead score and your own unique standards for lead qualification and follow up processes.
  • Automatically notify sales agents as to the next best activity from the priority follow up list.
  • Tie marketing campaigns into lead scoring and priority to tightly integrate your marketing strategies and selling efforts.

Email Nurturing

Our email nurturing tool is integrated right into our lead management system, which allows marketing to support sales. By keeping a long-term spotlight on the front end of the selling cycle through marketing automation, your sales team stays focused on the hot, ready-to-buy prospects, and no opportunities are lost.

  • Click and create template design for email messages and HTML landing pages for high impact media.
  • Schedule email delivery at intervals of your choosing.
  • Send targeted emails from any segment of sales reporting or candidate lists at a batch level.
  • Automated, revive email campaigns to stay focused on leads with longer buy cycles.
  • Link to URL’s, private landing pages hosted on our server, or marketing collateral documents.
  • Send process specific communications automatically based on sales pipeline activity to save time and insure consistent delivery and messaging.

Real-Time Lead Alerts

Improve team collaboration and increase sales with real-time email alerts on prospect activity marketing campaigns, and as milestones are reached in the sales process.

  • Fully customizable; text based or HTML formatting.
  • Know the exact moment prospects are engaged in online marketing collateral, engaging more prospects by phone earlier in the selling cycle.
  • Real-time updates to team members or other departments at various stages as critical milestones are reached in the sales process.
  • Receive alerts on “inactivity” as milestones in the sales process are not being reached within any given time frame to quickly identify gaps and stay on plan.
  • Include a message to your team which you can update at any time for reminders, selling tips, etc.

Prospect Tracking

Fewer clicks than any other solutions to manage candidate information and track critical processes. It’s a technology that sales people will actually use.

  • Record all candidate information with customizable profile records and advanced forms including tasks, notes, documents…
  • Track business processes including sales pipeline, post-sale administration and development, dispositions, ratings, and custom field data all easily reportable.
  • Customizable candidate lists and column views to display relevant information for different types of report drill downs, group by feature to better organize and segment information.
  • Batch management on process updates and contact management activity to save your sales team time and keep information accurate.
  • View and manage candidate profiles in a “preview” panel without ever having to open a candidate record which reduces clicks and makes navigation easy.
  • Check list approach to tracking sales pipeline based on years of best practices analysis to make process tracking seamless and easy.

Reporting and Analysis

Analyze real-time information on all sales and marketing activity to make more informed decisions faster.

  • Single click access to all reports, prospect lists, and dashboards. Easy to use, modify, and create views on the fly.
  • Organize and monitor all sales team and marketing activity in real-time by date range across processes, lead quality, lead sources, demographics, average time frame measurements, and more.
  • Advertising Manager for cost analysis on lead sources for cost per lead and cost per any other critical milestone in the sales cycle, including 3 levels of lead source analysis.
  • Configure and analyze business trends across different “date types” such as historical progression, status update activity, lead inquiry date, and more.
  • Candidate activity reports on email marketing activity including drip campaigns, process specific communications, and newsletters.
  • Lists and reports easily exportable to excel.

convert prospects into customers
faster and smarter