Lead Docket

Lead Docket provides tools not found in case management systems to ensure timely follow-up with leads to increase your conversion rate. Stop trying to manage leads in your mailbox. Capture every lead from every source in one place to ensure that you never lose another lead.

Key Features

  • • Lead management - Search, sort, filter, duplicate checks, tagging, import, and other great features to manage leads.
    • Referral management - Track inbound and outbound referrals. Optionally email lead details to referral partners and automatically track referral fees.
    • Tasks management - Automatically generated task assignments to ensure you never let a lead slip through the cracks.
    • Contact management - Track all of your contacts from both leads and external sources.
    • Real time dashboard - The intake dashboard shows your intake staff exactly what they need to see to ensure you never miss an opportunity.
    • Third party integrations - We offer integrations with many third party systems so all of your leads can be tracked in one place.
    • Advanced reporting - Keep track of lead volume over time, cost per lead, revenue by marketing source, and other key performance indicators.
    • Custom intake scripts - Easy to follow customizable intake scripts that allow your intake staff to efficiently document leads.

Have questions? Our team is here to help. Call 1-888-858-2546

Monday to Friday from 8 am to 8 pm EST.