Specialized CRM

Stop wasting time with outdated methods of dial days and manually messaging your leads begging for an appointment.

If you’re in the insurance business, you know that nurturing and converting leads is essential to your success. But it’s also time-consuming and challenging work. Our cutting-edge technology can help take the burden off your shoulders by automatically nurturing your leads. 

The RL Virtual Marketing CRM can handle:

Closing More Appointments

Our Specialized CRM system utilizes a calendar that links directly with your Google or Outlook calendar that will let your leads see your availability and select a time for their own appointment with you, so you can focus on what you do best – running your business!

✓ Automated appointment calendar

✓ Automated reminder sequences that count down to the appointment

Converse with Leads & Customers in One Place

We put the conversation all in one place so you can easily send and read messages with your leads via SMS, Email, Calls, and Voicemail drops all in one chronological message history.

In addition, we can completely automate followup sequences with existing leads that you’ve been trying to reach, white-hot leads straight from targeted marketing campaigns, or as reminders for upcoming appointments booked through your automated calendar.

✓ SMS Instant Contact

✓ Email Instant Contact

✓ Ringless Voice Mail Drops

✓ Reverse Live Transfer Within Minutes of Lead Generation

✓ Multi-Platform Auto-Responder

✓ Integrated Dialer

✓ Email Follow-Up Sequence

✓ SMS Follow-Up Sequence

Never Lose Track of a Lead With a Customizable Overview & Pipeline

We can help you develop custom pipelines to keep track of where all your leads are in the sales process, from starting as a brand new lead, to booking appointments, and finally closing the deal.  You can easily track your most engaged leads and focus on those most interested.

Our tech team will work with you to make sure that you understand how everything is setup and to ensure that the system is working for you, not against you.

Process of Improvement and Streamlining the Specialized CRM

And because our technology is always evolving, you can be confident that you’re getting the latest and greatest tools to help you succeed.

Imagine having a reliable system to handle all your lead generation and appointment setting for you.

That’s where the RL Virtual Marketing CRM comes in. We provide an automated system that takes care of automating your lead outreach and appointment setting for you, so you can focus on other aspects of your business. With our system in place, you’ll never have to worry about missing a lead or forgetting to set an appointment. We make it easy for you to succeed without having to worry about the details.

Schedule a demo zoom meeting with one of our specialists to see how our software can benefit your company. Our team will provide a detailed demonstration of the features and capabilities of our products.

We will also answer any questions you have about the software. After the demo, we will send you a proposal outlining our recommendations for your company. There is no obligation to purchase anything, so sign up today to learn more about how the CRM can start automating your lead nurturing and appointment setting.