Community members that have not upgraded their accounts have the Sales Pro Edition.
The FREE version of the service allows up to 250 client profiles in your database.
Max # of Leads / Clients
5,000
10,000
50,000
Unlimited
Max # of Users (salespeople)
1
25
50
Unlimited
Web Based Control Panel
1, 2, 3 Follow-Up Process
Set and Track Goals
Report and Track Activities
Printable Daily To-Do List
Print Follow-Up Letters
Send Follow-Up Emails*
Customizeable Mail Templates
Customizeable Phone Scripts
Print 4-Square "write-up" sheet
Centralized Shortcuts
Follow-Up Calendar
Automatic Follow-Up Scheduling
Promo / Ad Source Tracking
Outbound Emails*
Inbound Emails*
Customizable Email Header
Customizable Email Footer
Auto-Responder
Web-Lead Capture**
Cell-Phone Alerts
Third Party Lead Capture**
Third Party Phone Capture**
Import Data
Export Data
Powerful Graphs
Print Reports
Email Reports
DMS Deal Integration Tools
Multi-User Administration
Automated Lead Routing
Monthly Mailed Reports
Ongoing Professional Consultations
Telephone Support
Personal Account Manager
Onsite Setup and Training
Custom Domain Name
Custom Branded Interface
*Email functionality requires that you have an existing email address provided by an email provider.
Your existing email account must have POP3 and IMAP access.
MyGoalTracking does not provide email addresses.
**Web-Capture, Third Party Leads and Third Party Phone leads must be formatted in ADF / XML.
This is standard in the industry and nearly all lead providers support this.
Click here to see an example.
Home
Click here to see an example.