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Mortgage Underwriting CRM

Created by Mike Elam

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About

Gain visibility and detailed reporting on sales opportunities and sales pipelines with this very robust sales CRM app. Manage B2B leads, accounts, and contacts for a comprehensive view of the sales organization. Sales reps can maintain all activities and important documents in one place, increasing clarity and collaboration in the sales process. ***NOTES FROM THE CURATOR*** A well organized CRM to maintain and report on your sales opportunities and pipeline. It includes automatic notifications to staff for weekly reminders, sales activities and when data points are changed. This application can be customized to almost any industry.

Categories

Tags

Information you can track in this app

  • Companies
  • Contacts
  • Opportunities
  • Activities
  • Documents
  • Lead Sources
  • Campaigns
  • Investor Information
  • Lenders

Images & documents

Author


melam_us@yahoo.com

  • Quickbase user since 2004
  • Apps created
  • Apps shared 1

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings and reviews

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Mortgage Underwriting CRM

Information you can track in this app

Not sure if this app will address your specific needs? See the ratings and reviews below or browse the hundreds of other ready-to-use QuickBase apps.

Ratings & reviews

Get Started with QuickBase

With QuickBase, you can choose from 800+ customizable business apps to:

  • Manage teams & projects
  • Create dashboards & reports
  • Automate business processes
Try This App

Customer? Sign in

Not what you're looking for?
View All QuickBase Apps

Overall rating

PC Magazine – 4-star Database Software – Excellent

Two-Time // CODiE // Award Winner for Best Project Management Solution and Best Business Software Product or Service

Author
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