MyProspects CRM

MyProspects is a CRM built for financial advisors who prospect every day. Manage your entire sales pipeline from your iPhone.

Features:

• Daily call list with follow-up scheduling
• Track prospects from first contact to booked client
• Log call outcomes and notes after every conversation
• Convert prospects to clients with tier-based follow-up cadences
• Performance metrics with conversion ratios
• Manager dashboard for team oversight
• Syncs with your existing MyProspects web account

Built for Modern Woodmen of America representatives and financial professionals who make calls every day.