At its heart, this platform would have to be incredibly efficient and enable users to be super productive
It would not be just another lead management or CRM system. It would be all that and more – it would be a natural extension of you, the user, doubling your capacity to grow your business. It would be able to learn from you and become even more efficient through daily use. It would have to help you supercharge everything you do – from cutting admin time in half, managing leads effectively with follow-up reminders at the right time, to making more time for new business and growing revenue from additional settlements.
Branded consumer portal
Effortless document and electronic bank statement collection
2-way calendar sync
Powerful email marketing and automation for better communication
Lead management Tool
Automatic redaction of TFN and document re-naming
Complete Mercury and Salestrekker Integration
Secure and compliant platform
Purchase appointments from high traffic comparison websites
SMS and Email clients using the broker portal
Finding a quality leads in a competetive market has always been a challenge for us. However, since moving to Effi not only we're getting better quality leads but also we're able to now nurture and convert faster. The channels they access and the technology they've built is miles ahead of anyone else in financial services.
We decided to implement Effi to help us better manage our enquiries. The platform has been exceptional for our team in providing a quality experience for clients. Not only does it integrate with our other tools but we’re able to now track and monitor leads from first touch to conversion. It’s been a gamechanger for our business and the industry.