Drive More Referrals
Prioritize your relationships and stay connected with your important clients to maximize referrals. Automated action plans add activity reminders to your calendar to help you stay on top of your relationship maintenance activities, while your CRM dashboard highlights which clients are overdue for outreach, to ensure no client is overlooked.
Opportunities with firm deal status are your best source of referrals
Print Newsletters Keep You Connected
Stay connected with your A and B clients with a monthly newsletter delivered right to their door. With your photo and personal brand elements displayed on the front and back, our newsletter product allows you to stay top of mind with your clients and generate referral business.
Call Stafford at 416.645.0636 x302 to get started.
We Succeed When You Succeed
Jumptools empowers our clients to run a successful referral-based business. Our CRM, campaign manager and marketing studio help you automate your preferred sales process, without forcing you into one standard methodology.
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