SalesExec

SalesExec

ClickPoint Software
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About

As real estate and mortgage brokers you know the drill: Work leads. Build pipeline. Close Deals. Repeat. Let Agent Legend learn your likeness and engage with leads for you. Let's face it. Just keeping up with text messages is hard. Agent Legend proactively reaches out on your behalf the way you would if you had all the time in the world. You spend time responding to only the serious leads. Marketing in real estate and mortgage can get pricey. Agent Legend provides data on what lead sources are actually performing best for you, where you can optimize outreach to get a better return and what lead sources just don't work for you. Knowing when to add more people to your team can be a tough decision. Let Agent Legend maximize the hard work your team is currently doing to know when you need to add the next agent, marketing director, or associate.

About

SalesExec helps salespeople by automating the complex sales follow-up process. SalesExec takes the guesswork out of who to call, when to call, email, or send text messages. With guided selling and automated lead prioritization, your salespeople will work their leads more efficiently and with less complexity, helping them to win more deals. SalesExec includes efficiency tools like local presence dialing to reach and identify 60% more sales opportunities, with automated text SMS and email nurture to reach customers at the right time in their buying journey. SalesExec will also help your marketing team by capturing and intelligently routing and prioritizing all web leads and phone calls. With SalesExec, your team can easily handle thousands of leads, ensuring you get maximum ROI from every prospect by enforcing customer outreach and sales follow-up.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Real estate professionals looking for an automated lead follow up solution that still feels personal

Audience

Mortgage Brokers, Travel, Insurance, EDU, B2B, Call Centers

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$26 per month
4 months free when paid yearly!
Free Version Not Supported
Free Trial Not Supported

Pricing

$65.00/month/user
The per-user fee includes a dedicated customer success manager: no long-term agreement, month-to-month, and pay-as-you-go. Texting is $.02 per text, and inbound call routing is $.025 per minute.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 1.0 / 5
ease 2.0 / 5
features 2.0 / 5
design 2.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Not a whole lot, the market has caught up to this software, they charge a lot and offer very little. They do not integrate well with custom websites for lead management.

Cons

  • No integration, no back office support, sneaky billing practices.

Pros & Cons from Real Users

Pros

  • The ClickPoint platform makes lead management simple. It helps to analyze and understand current sales trends happening in the organization. Its lead distribution function gives you the option to share leads with the right team to approach them. Automated and customizable email marketing sections.

Cons

  • I have never faced any major problems using this platform. No cons.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Agent Legend
Founded: 2015
United States
agentlegend.com

Company Information

ClickPoint Software
Founded: 2007
United States
hubs.ly/H0KDh-70

Alternatives

Alternatives

Lone Wolf

Lone Wolf

Lone Wolf Technologies
SMSBump

SMSBump

Yotpo
LHM

LHM

Lexogrine
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Lead Nurturing Supported
Real Estate Supported
Real Estate CMA Supported
SMS Marketing Supported

Categories

Call Center Supported
Dashboard Supported
Email Marketing Supported
Inside Sales Supported
IVR Supported
Lead Capture Supported
Lead Management Supported
Lead Nurturing Supported
Mobility Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported
SMS Marketing Supported
Telephony Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Not Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Not Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Real Estate CMA Features

Contact Management Supported
Lead Capture Not Supported
Market Charts Not Supported
Presentation Tools Not Supported
Price Forecasting Not Supported
Proposal Generation Not Supported
Templates Supported

Lead Nurturing Features

A/B Testing Not Supported
Campaign Management Supported
Drip Campaigns Supported
Lead Capture Supported
Lead Notifications Supported
Lead Scoring Supported
Lead Segmentation Supported
Performance Metrics Supported
Personalization Supported
Pipeline Management Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Not Supported
Mobile Coupons Not Supported
Mobile Keywords Not Supported
Polls / Voting Not Supported
Reporting/Analytics Not Supported
Scheduled Messaging Supported
Shortcodes Not Supported
Text-to-Win Not Supported

Call Center Features

Blended Call Center Supported
Call Logging Supported
Call Recording Supported
Call Scripting Supported
Campaign Management Supported
Database Not Supported
Escalation Management Not Supported
Inbound Call Center Supported
IVR / Voice Recognition Supported
Manual Dialer Supported
Outbound Call Center Supported
Predictive Dialer Not Supported
Progressive Dialer Supported
Queue Management Supported
Real-time Chat Supported
Reporting/Analytics Supported

Campaign Management Features

Channel Management Supported
Contact Database Supported
Email Marketing Supported
Event Triggered Actions Supported
Lead Management Supported
Multi-Campaign Supported

Dashboard Features

Annotations Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Supported
OLAP Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Supported
Visual Analytics Supported
Widgets Supported

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Dynamic Content Not Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Not Supported
Mailing List Management Not Supported
Mobile Optimized Emails Not Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

IVR Features

Call Center Supported
Call Logging Supported
Call Recording Supported
Call Routing Supported
Multiple Scripts Supported
Phone Key Input Supported
Survey Management Not Supported
Text to Speech Not Supported
Voice Customization Supported
Voice Mail Not Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Mobility Features

App Management Supported
Barcode Scanning Supported
Compliance Management Supported
Content Management Supported
Data Collection Supported
Data Management Supported
File Management Supported
Forms Automation Supported
Mobile Messaging Supported
Remote Access Supported
Remote Systems Monitoring Supported

Sales Enablement Features

Collaboration Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Supported
CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Workflow Management Supported

Telephony Features

Auto-Dialer Supported
Call Center Management Supported
Call Monitoring Supported
Contact Management Supported
Inbound Reporting Supported
IVR / Voice Recognition Supported
Outbound Reporting Supported
Predictive Dialer Not Supported
Telemarketing Management Supported
Voice & Data Integration Supported
VoIP Supported

Integrations

AWeber Supported
Back At You Supported
BoomTown Supported
CINC Supported
Domo Not Supported
Firepoint Supported
FullContact Not Supported
Kunversion+ Supported
Leadpages Supported
Lofty Supported
Nextiva Not Supported
Real Geeks Supported
RedFin POS Software Supported
Sierra Supported
Velocify Supported
Verse.ai Supported
Wise Agent Supported
Zapier Supported
Zurple Supported

Integrations

AWeber Not Supported
Back At You Not Supported
BoomTown Not Supported
CINC Not Supported
Domo Supported
Firepoint Not Supported
FullContact Supported
Kunversion+ Not Supported
Leadpages Not Supported
Lofty Not Supported
Nextiva Supported
Real Geeks Not Supported
RedFin POS Software Not Supported
Sierra Not Supported
Velocify Not Supported
Verse.ai Not Supported
Wise Agent Not Supported
Zapier Not Supported
Zurple Not Supported
Claim Agent Legend and update features and information
Claim Agent Legend and update features and information
Claim SalesExec and update features and information
Claim SalesExec and update features and information