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Free Mortgage CRM .com is a proud partner of The Lead Tree, LLC.
The Birth of Free Mortgage CRM
In Spring of 2005 we started searching for our own in-house telemarketing software
solutions to help us manage and distribute leads to our fast growing
clientele . The Lead Tree is a call center outsourcing company that
generates telemarketed leads. We generate and deliver 1000's
telemarketed leads to hundreds of mortgage brokers and other companies
worldwide. The problem was how do we deliver a fresh telemarketed lead
from an agent on our call center floor to a customer that may be 1000 miles
away without using cumbersome file attachments and email? Another
problem was, how can our customers efficiently manage these fresh leads and
make sure to not drop the ball.
We tried everything from testing
several other sales CRM platforms to hiring sub-contractors to custom build
software for us until finally we developed our own software department with a
small team of 4 programmers. After months of research, studying not only
the telemarketing process on the floor with the agents but also the sales
process we designed a dynamic lead management software that now acts as the
engine to any lead generating marketing campaign.
The result
The result is free telemarketing software that was built through an organic
process designed to deliver telemarketed leads as well as the end user manage
them through the closing cycle.