Streamline your data management process with the Prospect.io + Mercury Connect CRM integration

Prospect.io offers an eponymous sales development and prospecting automation tool that’s trusted by thousands of firms to collect prospect information, help manage prospecting outreach and follow-up, and track prospect engagement with your email or web-based content.

A combination of web application and browser extension, Prospect.io allows sales development representatives and other users to “clip” contact information from across the web and build custom, targeted lead lists. Then, you can filter and sort the list according to a number of variables, and create personalized drip campaigns that will help to engage prospects in a variety of buying stages.

Furthermore, the Prospect.io platform enables robust tracking of engagement with your content; see when a prospect has opened your email, clicked on a link, and/or visited your site to view content, helping ensure you know the proper time and place to connect.

Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Therefore, Mercury Connect CRM allows you to: store all your client and loan details, tracks and splits commissions payments, performs borrowing capacity and funding position calculations.

With Mercury Connect you can store all our compliance documents in one place for easy retrieval and send single or bulk SMS and emails.