SLATE Campaign Manager

The SLATE Campaign Manager is the tool to keep your calls compliant on the go!

SLATE Campaign Manager is an all in one platform where agents can manage leads and clients, access a full-feature soft-phone dialer, compliantly record and store enrollment conversations, automate communications and much more. Whether you are at the office on a desktop or in a client's home on a tablet, The SLATE Campaign Manager App lets you take your CRM on the go with you so you do not miss a beat when you are out in the field. Use the built in tools to schedule appointments, track lead quality and communicate with your contacts in a variety of methods. Ensure that you are in compliance with the CMS Final Rule, this system features a soft-phone dialing system that allows you to record calls and an easy-to-manage contact book to store, update and even push data over to Agent HQ. Schedule a training session with the SLATE Support Team if interested.