Evolve Leads vs Callingly

LEAD GENERATION APP FOR FIELD SERVICE PROFESSIONALS The Lead Line app from Evolve lets you quickly capture field service leads on your iPhone or iPad. Note: The app is exclusively for users of the Evolve field service platform, which requires a paid account (learn more at www.evolveone.com). EASILY ADD NEW BUSINESS LEADS It’s easy to add a new lead, then mark them as Cold, Warm or Hot. Next, choose a field service category such as Pest or HVAC. This is especially useful for multi-service-line businesses using Evolve. Any service categories you set up in Evolve will appear in the drop-down menu in Lead Line. Type in details about the lead, or press the record button to add an audio note. You also can attach one or more photos related to the service that need to be quoted or scheduled later. INTEGRATION WITH EVOLVE’S SOFTWARE Any information your technicians or salespeople enter into Lead Line will be captured automatically in your Evolve CRM dashboard. Leads also will be processed and scheduled, based on your customized rules. QUICK STATS AT A GLANCE Within the Lead Line app, you can also see how many leads were submitted this month and how many leads were scheduled this month (i.e., conversions from leads to actual sales). LEARN MORE ABOUT EVOLVE To learn more about Evolve’s features and benefits for field service professionals, visit our website or call 800-435-2175

Callingly speeds up the reaction time of your sales team and increases your conversion rate automatically by calling your reps as soon as they get a new web lead. Connect Callingly to your lead source or CRM and as soon as a new lead comes in, Callingly will: 1. Call your sales team based on their schedules and the routing rules you set up until it reaches an available agent. 2. Dial the lead as soon as an agent picks up and is ready. 3. Record the call and the result and sync all that info back to your CRM. 70% of customers go with the first salesperson to call them back. Callingly makes sure that’s always your team.