Lead & Contact Management

Features

Lead Management & Tracking

Lead Scoring

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.

LeadConnect

Instantly connect with leads as soon as they enter the DYL system.

Click-to-Call Technology

Convenient click-to-call feature dials any contact in the system; no more wasting time punching in numbers.

Email-to-Lead Capture

Contacts who open emails are automatically returned to call queue for next-best lead routing.

Web-to-Lead Capture

Capture leads from your website and directly connect them to your sales team.

Document Management Software

Simplify document storage with easy cloud access.

Lead Nurturing & Follow-up

Lead Nurturing

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.

Follow-up Calls

Full-featured VoIP lead-management software with automatic call scheduling ensures appointments are never missed.

Appointment Reminders

Appointment reminders help keep everything efficient and organized.

Auto-Remarketing

Automated technology dials 100 calls per hour, creating continuity with older leads.

Lead Capture

Receive automatic email notifications after appointments have been set.

Lead Routing & Distribution

Lead Distribution Software

Efficiently route and distribute leads with queue-based routing.

Call Routing Service

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 Campaigns

Automated email drips to contacts based on triggers.

Email Automation

Set auto-response emails based on web leads or trigger Leads.

Email Marketing Templates

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

Sales Analytics

Build and filter reports based on specified call information.

Management Reports

From acquisition to close, run reports on appointments booked and their results.

Pipeline Reports

Overview of exactly where sales are in the pipeline.

Campaign Analytics

Reports defined by each marketing campaign and specific time periods.

Create a Note

Track the history of each lead and where it is in the sales process.

Forecasting Software

Real-time view of entire team's forecast for every lead in the pipeline.

Customer Tracking

Collect and organize incoming customer information.