About this solution
This solution uses a fictitious brand called Mortgage Brokers, a company who helps its customers take out a mortgage for their new home.
To configure this solution Kademi's lead management application (KCRM) has been used to manage incoming sales leads, then following a process using task management to nurture a customer across a series of funnel stages from qualifying the lead through to sending a proposal and collecting payment.
KCRM's lead management capability can be used in many different scenarios including:
- Sales funnels
- Reviewing and approving claims
- Reviewing and responding to support requests
|KCRM||Configured to manage funnel stages of a sales process.|
|K-Journeys||Used to automatically create tasks for a sales consultant and send email notifications to a customer.|
Frequently asked questions
Absolutely, we’ll guide you through each step on how to upload your company logo, fonts, colours and also change the solution content.
Any ready-to-go solution you install can be extended and customized.
Yes, you can either buy a domain name from your Kademi admin console, or update your existing domain nameservers to point to Kademi.
You’ll get 30 days to test drive Kademi and install any number of solutions, then once your trial period ends, you will need to pay a monthly fee to continue to access your Kademi admin console.
Yes, you will be able to close and delete your account at any time.
That’s totally fine, you can install solutions from inside your Kademi account.
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