We built our CRM specifically for customization and communication. Teams can use AI to automate follow up, close more clients and seamlessly collaborate amongst team members.
Our CRM is designed to adapt to even your most complex needs. You can make/receive calls, send SMS, automate follow-up, create proposals and opportunities, collaborate, report on everything, and so much more.
Boost your business with streamlined client management tools. From making calls and sending texts to dropping voicemails and creating proposals, our platform simplifies every task. Enhance productivity, organize follow-ups, and launch your business forward effortlessly with Boost Client.
Empower your team to seize control. Assign leads and tasks and save valuable time through bulk actions like Email, SMS, and Voicemail, all while gaining real-time access to engagement data for more efficient follow-ups. Elevate your sales strategy with streamlined processes and enhanced productivity.
Establish collaborative workspaces with user roles or individual team members, facilitating seamless collaboration on leads and accounts. Provide visibility into activities conducted across the team and on projects, ensuring a comprehensive overview of the team's efforts and enhancing overall coordination.
Harness the robust featured of Boost Client's integrated voice systems, eliminating any hindrances in communication. Whether opting for our in-browser phone system, softphone, or desktop IP phone, inbound and outbound communication is consistent and reliable every time. Maximize your reach with bulk messaging and utilize triggers to activate automated workflows.
Leverage multiple VoIP lines equipped with voice and text capabilities across all your workspaces. Pick an 800 number or the area code you prefer and set up lines with essential features such as voicemail and call transfer. Enjoy unlimited minutes per line, enhancing communication efficiency within your business.
Efficiently monitor your inbound activities and distinguish offline efforts by utilizing call forwarding lines that redirect both voice and text to any designated number. Control of your communication channels, ensuring seamless tracking and management of your interactions.
Create interactive phone trees, directing calls to the appropriate team member with precision and efficiency. Streamlined call routing ensures a seamless and tailored experience for callers as they are guided to the right individual through the automated IVR system.
Create and define essential fields for tracking leads and accounts. Integrate personalized lead dispositions, custom fields, and lead statuses. Tailor the columns on the lead overview dashboard by adding, hiding, and refining them to align with your specific preferences. Our versatile CRM is designed to cater to your needs.
Filter and segment your lead lists, swiftly adding them to a bulk action or queue for seamless management. Save smart filter views to accelerate regularly finding the leads you need. Create call queues to enhance your productivity and handle more calls effectively in a shorter timeframe.
Manage your potential deal and profits with customizable pipelines, ensuring no opportunities are overlooked. Enhance engagement and close more deals by attaching and sending proposals directly from our system.
Generate and assign as many labels to assets as needed. Filter data and automate processes based on these labels, saving time. Whether it's leads, tasks, or other elements, the label system allows for efficient categorization and streamlined management of your data.
Attach files to each lead for easy access to related digital assets and documents. Shared workspaces enable team members to view all files and activities within each leads view.
Ready to Get Started?
Start your 14 day free trail today. No long-term contracts, just choose the plan right for you. Still curious how Boost Client can elevate your business or agency? Schedule a demo with our team today.
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