Features of CoCounselor Software

Intake & Prospect Management

Prospect pages custom tailored to fit your best intake processes. Save time and money on intake data entry by accepting potential client data directly through custom webforms. Delegate responsibilities with record ownership and automated tasks.

Reporting

Manage and track your referrals with automated emails and custom reports

Track marketing campaigns and prospect acquisition costs. Run scheduled reports to see which marketing campaigns are performing best.

Call Tracking & Prospect Automation

Track all new potential client calls and automatically create a new prospect record

Call Tracking & Prospect Automation

Track all new potential client calls and automatically create a new prospect record

Auto-tag prospects to marketing campaigns using number called

Automatically syncs caller ID Information

Prospect phone calls are automatically recorded

Receive notifications instantly when there's a missed call

Keep a record of communication history with potential clients

File emails from Google or Outlook to the relevant prospect record directly from your inbox. Provide your team with chronological history of communication with prospects.