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  1. #1

    crm dialer

    Good morning, looking for a recommendation for dialer and CRM for a broker shop. Something to streamline better and track submissions. Currently using Phone Burner and there is room for improvement. Thank you!

  2. #2
    Senior Member Reputation points: 2271
    Join Date
    Nov 2017
    Posts
    147

    Same here any recommendations?

  3. #3
    Member Reputation points: 2092
    Join Date
    Oct 2020
    Location
    Ontario,Canada
    Posts
    96

    Centrex CRM and Zoiper Dialer great combo and Centrex is a great team CRM if everyone knows how to update records

  4. #4
    Member Reputation points: 2092
    Join Date
    Oct 2020
    Location
    Ontario,Canada
    Posts
    96

    Good morning, looking for a recommendation for dialer and CRM for a broker shop. Something to streamline better and track submissions. Currently using Phone Burner and there is room for improvement. Thank you!

  5. #5
    Member Reputation points: 1157
    Join Date
    Apr 2018
    Location
    New York City
    Posts
    34

    Have you tried close.io might be able to give you what you are looking for.

  6. #6
    Noob Reputation points: 10
    Join Date
    Mar 2015
    Location
    Hewlett, New York, United States
    Posts
    4

    Quote Originally Posted by miamiquickbizfunding View Post
    Good morning, looking for a recommendation for dialer and CRM for a broker shop. Something to streamline better and track submissions. Currently using Phone Burner and there is room for improvement. Thank you!
    http://www.performancemedia.cloud has CRM with built in phone and dialer system

  7. #7
    Quote Originally Posted by R_Trains Delayed View Post
    Have you tried close.io might be able to give you what you are looking for.
    This is for sure the top all inclusive CRM. It has texting capabilities, power dialing with groups, lead management and many integrations.

  8. #8
    Member Reputation points: 21 DennisM's Avatar
    Join Date
    Apr 2018
    Location
    Los Angeles
    Posts
    75

    Quote Originally Posted by miamiquickbizfunding View Post
    Good morning, looking for a recommendation for dialer and CRM for a broker shop. Something to streamline better and track submissions. Currently using Phone Burner and there is room for improvement. Thank you!
    Feel free to take a look of BrokerSuite: https://cloudsquare.io/salesforce-pr...okersuite-app/
    Dennis Mikhailov

    Director of Sales, Cloudsquare

    p 833.344.8850 x813

    dennis@cloudsquare.io www.cloudsquare.io
    ---> MCA Software

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