Walter CRM

Are you looking for a better way to manage your leads?

Walter CRM is the perfect solution. It’s an easy-to-use tool that allows you to visualize all of your leads and how they move through the pipeline. You can easily add notes, appointment times, and other relevant information in one place so everyone on your team has access to it. Plus, we offer free training sessions if you need help getting started!

With our software, you can spend less time managing data entry and more time closing deals. Get organized with a single view of every lead across all stages of the funnel – from first contact through close. We make it easy for everyone on your team to stay up-to-date and you won’t have to worry about ever losing another contact or deal again.

With Walter CRM, managing your pipeline has never been easier or more efficient!

- All your contacts are stored safely online and synced across all devices so you can access them from anywhere at any time
- It works seamlessly across desktop computers and mobile devices so no matter where you are or what device you use – it’s always available when you need it most.
- Our intuitive design allows for quick access to important data like contact information, emails sent/received, phone calls made/received—the list goes on!
- Our platform is cloud-based, theres no need for expensive hardware or software updates - just log in and get back to work!
- Clearly and beautifully visualize metrics pulled in from multiple sources. See your web traffic, value of leads in your pipeline, a breakdown of leads by sources, and more.
- Switch between texting and emailing leads with the click of a button. View the entire chat history, both email and SMS, all in one chat window for a complete view of the conversation.
- See who on your team has engaged with the lead and avoid reaching out to the same person twice. Easily visualize all past communication with contacts at any stage of the customer journey.
- Effortlessly communicate with leads and patients through the CRM with a two-way textable phone number, personalized to your area code.
- Keep track of your new leads and respond to them while on the go with our iOS app. All the same functionality of the web app, accessible anywhere!

We love helping people stay focused on their practice as they grow by providing them with an easy-to-use CRM that helps them close more deals and gain more leads. Its the perfect tool for anyone who wants to do more with their business today than yesterday!