TBG – Premium Plan

The Blake Group has strategically partnered with LeftGrid to create a custom CRM with a unique pricing model. By singing up under this plan, you unlock all packages that LeftGrid has to offer. Packages Include: Base CRM, Downline management, Marketing Module and Recruiting Module. The only add-on is the integrated Dialer (sold separately).

Note: All sales agents within your Agency will only have access to sales features and will be paying $19.99/month for access to the base CRM. Click here to your agents sign up.

1. 1. Downline management
      Manage your agency and downline with insights and data across your organization. Distribute leads, reports, and more.
   2. Marketing Module
      Market more effectively on multiple channels online and automate repetitive tasks.
   3. Recruiting Module
      Grow your organization with the recruiting module.
   4. Base CRM Features:

• Lead Management – import/export  + add leads and contacts
• Email contacts/leads
• Google/Outlook email integration
• Google/Outlook calendar integration
• Products
• Tasks
• Meetings
• Accounts
• Contacts
• Pipelines Management – multi pipelines
• Commission & Expense Tracking
• Lead scoring
• And more: