IntelliMARS vs JustoLeads

Key Features and Benefits: • Get a 360-degree view of Firms, Offices, and Advisors and track all communication history with an Advisor. • Ability to dynamically drill down into graphical views of specific market segments, product sales, and business relationships such as the performance of Firms, Offices, Reps, and Accounts. • Gain visibility across distribution channels, product lines, and geographic territories. • Manage CRM activities. Schedule calls, meetings, activities, and update contacts • Ensure your sales organization is better prepared for each meeting, is more efficient in identifying the right opportunities, and is more effective during each sales call. • View current market share and competitive analysis information. • Gain insights into potential sales opportunities, reveal hidden trends, patterns, and outliers instantly • Answer questions and address concerns - right on the spot • Analyze sales and asset trends • Identify top producers and cross-selling opportunities • View Exchange Traded Funds (ETF) reporting • View Executive and Wholesaler Trend Reporting Salesforce Integration: • Achieve single sign-on between Salesforce and IntelliMARS, and integrate CRM activities like events, tasks, emails, and notes. • Track tasks, events, and emails efficiently with a clear dashboard showing past, present, and upcoming activities. • Utilize the Global Search feature to search for Opportunities, Leads, Campaigns, Products, Users, Tasks, Events, Offices, Notes, Emails, and Reps. • Leverage redesigned profiles with additional metrics, customizable sub-menus, app themes, and user-driven custom sections. • Efficiently manage Rep updates, Contacts, and Accounts with new fields and enhanced organizational structure. Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your organization. This application is not suitable for private users.

Justo Leads is a powerful mobile-first CRM designed to help sales teams manage the complete lead lifecycle — from first contact to conversion — anytime, anywhere. Built for speed, productivity, and real-time collaboration, Justo Leads helps businesses stay organized, respond faster to opportunities, and improve conversion rates. Lead Management Made Simple Capture, organize, and track leads with complete visibility. Access contact details, company information, pipeline stage, and lead score instantly. Communicate with leads in one tap: Call SMS / WhatsApp Email Sales Pipeline Tracking Visualize your entire sales funnel using an intuitive pipeline view. Move leads across stages, update statuses, and ensure no opportunity is lost. Tasks & Follow-ups Create tasks linked to leads, assign responsibilities, and set due dates. Receive reminders and stay on top of follow-ups. Notes & Activity Timeline Maintain detailed notes and review a complete history of interactions, updates, and activities related to each lead. Site Visit & Meetings Management Schedule and track site visits & meetings. Record visit outcomes and keep field teams aligned with real-time updates. Call Logs & Recordings Calls are automatically logged. Access call history and download recordings for quality monitoring and better follow-ups. Smart Filters & Search Quickly find leads using advanced filters such as date, stage, assigned user, and custom fields. Bulk Import & Export Import leads from files or export data for reporting and campaign planning. Team Collaboration Reassign leads, share opportunities, and manage access with role-based permissions. Secure Access Granular access controls ensure sensitive lead data is protected. Push Notifications Get instant alerts for new leads, task reminders, and important updates. Built For • Real Estate Sales Teams • Field Sales Representatives • Inside Sales Teams • Sales Managers • Businesses managing active lead pipelines