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.