Related Products
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About
If you're like many businesses, your CRM system doesn't show you the source of your web leads. This could be causing you to spend a big chunk of your marketing budget on low-quality leads that don't convert. It's not enough to measure form fills, since different traffic sources attract clients of drastically different quality. One channel may generate a handful of high-converting long-term clients, while another may generate nothing but unqualified leads. The only way to evaluate a marketing approach is to track the revenue it generated. Measure the actual dollar value of each campaign and channel. Track the first-click channel, the last-click channel and all the channels in between. Invest only in channels that actually drive sales.
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About
When you’re seeking growth, it can be easy to focus your attention on new leads and forget about the opportunities that could come from servicing your existing clients. It can cost brokers up to 5x more to attract a new client than it does to keep hold of an existing one. You’ve done all the hard work to attract those clients, the last thing you want to do is lose them by not being top of mind. Proactive automated client retention is how Sherlok can help you keep them. Sherlok’s AI predicts which clients are most at risk of leaving and prioritizes them for repricing first. If further savings can be made Sherlok’s Instant Refi comparison will generate refinance leads for brokers. Sit back and relax as Sherlok analyses your client list. We monitor your clients’ interest rates to detect when your clients could be getting a lower rate.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for an CRM and Google Analytics Integration solution
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Audience
Brokers searching for a platform that provides a repricing and refinancing tool
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$97 per month
Free Version
Free Trial
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Pricing
$89 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationGA Connector
Ukraine
gaconnector.com
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Company InformationSherlok
Australia
www.sherlok.com.au
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Agile CRM
Apptivo
Bitrix24
Google Analytics
Gravity Forms
Highrise
HubSpot Customer Platform
InStream CRM
Intercom
Kommo
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Integrations
Agile CRM
Apptivo
Bitrix24
Google Analytics
Gravity Forms
Highrise
HubSpot Customer Platform
InStream CRM
Intercom
Kommo
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