ConnectWise PSA

Features:

• Automated/manual bi-directional contact sync that pulls lead data from ConnectWise Manage to Mindmatrix and vice versa
  
  
• New web lead Information is automatically pushed to ConnectWise Manage once it reaches a pre-set score/interest level and you get a 360º view of your leads in ConnectWise Manage
  
  
• Convert all cold leads to warm by automatically engaging all leads in ConnectWise Manage via smart lead nurturing email and SMS campaigns or through automated Day 0 Notifications
  
  
• Create tasks for sales personnel based on certain lead activity in ConnectWise Manage
  
  
• Embedded on each contact record that all in the company can see are 3 pods that contain:
  
  • The contact’s activity history showing lead to review journey that is directly synced to the contacts activity record
    
    
  • Drip marketing activity, sales playbook activity, ‘one off’ follow up activity
    
    
  • Asset management pod (so all people may pull from the same content)
    
    
  • Sales Playbooks for quick and easy outreach