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About

Spend less time prospecting and win more of your best-fit clients. Powerful insights to highlight your best leads. Understand your funnel with clarity and prioritize relevant leads that match your best-fit clients. The right approach at the right time. Target your leads with personalized engagement instead of generic outreach that doesn't resonate. Use your time wisely, confidently engage with your best opportunities and pursue the leads that can make the biggest difference to your practice. In addition to lead conversion insight, Catchlight is fueled by information about how individual leads and clients interact with a variety of engagement models and products. Catchlight is based on a rich data foundation, with a data set of over 80,000 lead conversions and growing, Catchlight's predictive engine is based on analysis of real-world outcomes from advice professionals. Lead optimization built for financial advisors.

About

LeadAngel smart-matches incoming leads with existing accounts and distributes leads among your sales team using the most powerful & flexible lead routing and lead matching algorithm available. We as a team helps your business to drive sales with the automated lead management. The application offers data standardization, fuzzy matching, lead segmentation, Contact Routing and Account Routing and lead to account matching in a user-friendly interface with smart drag or drop options. The solutions are built with API's to help you leverage everything our platform has to offer. Eliminating duplicate leads, merge with existing contacts, and removing redundant accounts with LeadAngel’s powerful data cleanup engine and track the entire procedure with LeadAngel's reporting where each and every step is visible. Further optimize your sales funnel with tools such as auto conversion of leads into contacts if a matching account is found.

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 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

Audience

Financial advisors searching for an AI solution designed to strategically grow their practice

Audience

Business to business

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Catchlight
United States
catchlight.ai/

Company Information

LeadAngel
Founded: 2017
United States
www.leadangel.com

Alternatives

Alternatives

ZoomInfo Sales

ZoomInfo Sales

ZoomInfo
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Lead Management Supported

Categories

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Account Based Marketing Features

Analytics Not Supported
Campaign Personalization Not Supported
Customer Segmentation Supported
Engagement Monitoring Not Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Progress Tracking Not Supported
Prospecting Tools Not Supported
Target Account Identification Supported

Data Quality Features

Address Validation Not Supported
Data Deduplication Supported
Data Discovery Supported
Data Profililng Not Supported
Master Data Management Not Supported
Match & Merge Supported
Metadata Management Not Supported

Lead Nurturing Features

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

Sales Enablement Features

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

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Not Supported
Comments / Notes Not Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Not Supported
Lead Management Supported
Lead Scoring Not Supported
Pipeline Management Not Supported
Reporting / Analytics Supported
Task Management Not Supported

Integrations

HubSpot CRM Not Supported
Microsoft 365 Not Supported
Salesforce Not Supported

Integrations

HubSpot CRM Supported
Microsoft 365 Supported
Salesforce Supported
Claim Catchlight and update features and information
Claim Catchlight and update features and information
Claim LeadAngel and update features and information
Claim LeadAngel and update features and information