Lead & Contact Management
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Customize Lead Routing based on Source, Type, Assignment and Destination based on specific Zip Codes and/or States. You can even set up Default Routes (If you don’t set-up a custom lead route, leads will continue to route by the default settings).
Workflows will automate your follow-up calls, texts, emails, and tasks in a pre-set sequence. You can use Workflows for sales, customer service, or any other purpose.
Lead Management & Tracking
Score and rate leads quickly and easily with lead-scoring functionality.
Lead Response Management
Increase close ratios with a timely and consistent response to leads.
Instantly connect with leads as soon as they enter the DYL system.
Convenient click-to-call feature dials any contact in the system; no more wasting time punching in numbers.
Contacts who open emails are automatically returned to call queue for next-best lead routing.
Capture leads from your website and directly connect them to your sales team.
Document Storage Software
Simplify document storage with easy cloud access.
Lead Nurturing & Follow-up
Lead-nurturing software lets you develop relationships at every stage of the sales process.
Unreached Callback Sequence
Customize automated follow-up calls to allow more time for client-relationship building.
Automatic Follow-up Calls
Full-featured VoIP lead-management software with automatic call scheduling ensures appointments are never missed.
Appointment reminders help keep everything efficient and organized.
Automated technology dials 100 calls per hour, creating continuity with older leads.
Receive automatic email notifications after appointments have been set.
Lead Routing & Distribution
Lead Distribution System
Efficiently route and distribute leads with queue-based routing.
Call Routing Software
Choose between different default routing orders and filters.
Automatic Call Distribution
Assign leads to specific individuals or teams.
Automatic Call Routing
Automatically move leads through different sales levels and teams.
Email Marketing Software
Email Drip Marketing Campaigns
Automated email drips to contacts based on triggers.
Set auto-response emails based on web leads or trigger Leads.
Send individual emails using pre-defined templates created by management.
Lead Nurturing Emails
Old leads that respond to email efforts are sent back into the queue.
Customized Email Templates
Use DYL's customizable templates to send individual emails for any campaign.
Reports & Analytics
Build and filter reports based on specified call information.
From acquisition to close, run reports on appointments booked and their results.
Overview of exactly where sales are in the pipeline.
Reports defined by each marketing campaign and specific time periods.
Customer History and Auto Notes
Track the history of each lead and where it is in the sales process.
Sales Forecasting Software
Real-time view of entire team's forecast for every lead in the pipeline.
I have been using DYL for nearly a year now. The system is one of the best I have ever seen. The web based tool is a breeze to use and the customer support is top notch.
- Jessie N, Insurance Agent
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