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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for an CRM and Google Analytics Integration solution

Audience

Brokers searching for a platform that provides a repricing and refinancing tool

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$97 per month
Free Version
Free Trial

Pricing

$89 per user per month
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GA Connector
Ukraine
gaconnector.com

Company Information

Sherlok
Australia
www.sherlok.com.au

Alternatives

Alternatives

RealtyMX

RealtyMX

Apply Media
MarketEdge

MarketEdge

RealNex

Categories

Categories

Integrations

Agile CRM
Apptivo
Bitrix24
Google Analytics
Gravity Forms
Highrise
HubSpot Customer Platform
InStream CRM
Intercom
Kommo
Ninja Forms
Pipedrive
SAP CRM
Sage CRM
Salesforce
Teamgate CRM
Unbounce
Vtiger CRM
Zoho CRM
vcita

Integrations

Agile CRM
Apptivo
Bitrix24
Google Analytics
Gravity Forms
Highrise
HubSpot Customer Platform
InStream CRM
Intercom
Kommo
Ninja Forms
Pipedrive
SAP CRM
Sage CRM
Salesforce
Teamgate CRM
Unbounce
Vtiger CRM
Zoho CRM
vcita
Claim GA Connector and update features and information
Claim GA Connector and update features and information
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Claim Sherlok and update features and information