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A centralized portal to monitor and manage your app and leads at your desk

Our desktop dashboard is designed to help you streamline and optimize your processes, allowing you to focus on growth.

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Your follow-up is better
with engagement insights

Organize app users

Use tags to categorize app users into groups that share similar interests or needs. Select from existing tag options or create your own to support your sales and marketing strategy.

Create focused contact lists

Sort or filter app users to create a targeted list. Whether to support a marketing initiative or to create a focused follow-up strategy, custom lists streamline sales activities.

An easy way to manage leads

The dashboard gives app owners a snapshot of their app users and their engagement. With a single look, see who referred a user and how often, or how recently, they have accessed your digital business card app.

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Usage Based Tag Automation & Lead Scoring

Create and manage contact tags from the Desktop Dashboard for creating segments to enable follow-up.

Usage based tags

Create automated tagging based on prospect, client, and referral partner engagement

Custom scoring methods

Create standardized or dynamic lead groups leveraging automated contact tagging

Segments for follow-up

Create segmented, customized follow-up to tagged cohorts using the SMS Campaigns feature

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