Prospect Manager 

The simple way to manage your sales prospects

Available in REC+ or standalone with non-REC websites


Track and manage campaigns, prospects and quotes through your sales funnel to conversion. Send low cost email campaigns and receive alerts when prospects open proposals.


Sales Funnel Real Time Leads (3x).png

Key Features

  • Add prospect records, assign to owners, tag to campaigns, tag users

  • Record sales revenue and when it will turn up

  • Add watchers so they are informed as the prospect progresses

  • Mark important prospect records for easier tracking

  • Add next action dates and reminders so you never forget a call

  • Upload and store proposals and email them to prospects

  • Easily search by salesperson, dates, revenue, margin, tags and groups

  • See a timeline of all prospect records and comments on the user’s record 

  • View individual, team and overall sales performance on dashboards 

  • Send low-cost bulk email campaigns 

  • Receive alerts when prospects read your emails

  • Record email interactions on each prospect for a full picture of what’s said

  • View a timeline of activity for each prospect to avoid nuisance calling


Use Dashboards To Manage Your Opportunities & Agent Performance



Sales Dashboard (Sales Literature) 3X.png



Configurable Search Via Tags & Groups


Prospect Manager Search (Sales Literature) 3X.png