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Afraid You Won't Be Able To Get A Regular Flow Of Customers?
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What We Do Best Is Attract Traffic To Your Website
And Convert It Into Contented, Paying Customers.
We Set-Up Your Account For Free!!!
- Zero Computer Skills Needed
- For Every Type Of Business
- Market, Sell, And Deliver
Meet people who know us…
World Class Entrepreneur
Attract Traffic To Your Website
James K.
Legacy CRM is the best investment I've made in my business. The intuitive CRM dashboards and built-in analytics help me manage my pipeline better and optimize my sales process for efficiency. My days are now structured around productive meetings with real prospects, rather than cold calls and admin work. The platform sells itself with the automation and organization
John T.
As a busy business owner, I love that Legacy CRM has allowed me to scale my client outreach exponentially. The pre-made Facebook ad templates bring in qualified leads, and the automated follow-up emails secure more appointments than I could ever schedule manually. I'd recommend Legacy to any business owner looking to grow.
Jennifer L.
Legacy CRM has been a total game-changer for my insurance business. The AI-powered features like chatbots and automated nurturing sequences save me so much time and help me connect with a lot more potential clients. I've seen my appointments double since switching to Legacy's all-in-one platform.
Improving Client Engagement AI Booking Bot
Struggling to consistently connect with prospective clients? Our AI
booking bot makes it easy to engage and convert leads into scheduled appointments.
AI is changing the way we communicate!
With the power of conversational AI, you can improve client engagement and grow your business exponentially. Our AI booking bot handles the busywork so you can focus on closing deals during high-quality meetings. Drive more conversions with automation that works tirelessly to connect you with serious prospects.
Dramatic Success: Boosting Agent Response and Appointments
Stop losing leads due to slow response times. Our automation dramatically increases connections and drives more deals by putting your business on autopilot. Respond faster, schedule more appointments, and grow your pipeline with our proven technology. Success awaits when the busywork is automated.
Tired of playing phone tag with clients? Our system boosts agent response rates for more qualified appointments.
With AI-powered text and email sequencing, never miss another prospect. Automated prompts and reminders ensure quick replies to hot leads. Customizable bots engage visitors 24/7 to instantly book meetings and calls. Integrations with your calendar seamlessly schedule appointments.
The All-In-One CRM to Automate Your Insurance
We work with all types of businesses and company's
Without A Funnel
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No Customers
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No sales
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Confusing Buying Process
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Sadness
With A Funnel
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No Customers
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No sales
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Confusing Buying Process
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Sadness
Our Best SERVICES...
Optimize Your Client Interactions
ABC
Efficient Appointment Booking Solution
Our booked appointments service offers a seamless and convenient way for clients to schedule and secure appointments with our professionals. With a formal tone, our dedicated team ensures that all appointments are efficiently managed and confirmed, providing peace of mind for both clients and service providers. By utilizing our platform, clients can easily book appointments at their desired time and date, allowing for a hassle-free experience.
Automated text & email
Appointment reminders
calendrer integration
Next Level
Our Software Is For All Businesses
Chiropractors
Roofers
Home Remodel/Home Improvement
Life insurance Agents
Gyms
Charts
Data
Get real Data Instantly
Real-time analytics to optimize your sales process
Track ROI across all campaigns and touchpoints
Integrations with Facebook and other platforms to centralize data
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Content
Customizable landing pages and websites optimized to convert
Drag-and-drop page builder to showcase your brand
Lead magnet templates to capture contacts
Close More Deals with Less Effort Using Our Powerful AI-Driven Platform
Sign Up For Our Free Trial Today!
Frequently Asked Questions
What features should I look for in a CRM?
Key CRM features include contact management, pipeline tracking, task automation, email integration, calendar syncing, reporting and analytics. Industry-specific tools like quote builders, service portals, or AI assistants can also be beneficial for tailored needs.
Why do I need a CRM?
A CRM provides a unified view of your customers so you can better track leads, monitor deals, and coordinate follow-up. CRMs eliminate manual tasks so you can focus on high-value activities. They also offer data-driven insights to optimize your sales process.
How Does the Click and Go Facebook Ads work in the CRM?
Our Click and Go Facebook Ads make marketing incredibly simple. Just go to the Facebook Ads section within the CRM and you'll see pre-made ad templates organized by industry. Scroll through and select the ad creative, image, copy, and parameters that best resonate with your target audience and offerings. With one click, you can launch that customized ad straight from the CRM without ever leaving or needing to access Ads Manager. We handle all the backend ad creation and optimization so you can start driving targeted traffic and leads without hassle or guesswork. It's an effortless way to advertise on Facebook while tapping into our proven, high-converting ad formulations.
What is a CRM?
A CRM (customer relationship management) system is software that helps manage your interactions and relationships with customers and prospects. It centralizes contact information, tracks lead data, and automates follow-up for more efficient sales and marketing.
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