“user friendly with helpful reporting”

Pros

New leads show up right inside the app and also arrive by email which is really convenient. The platform is very simple to navigate, feels extremely user friendly and the reporting is solid.

Cons

One thing I'd like to see improved is how notes are handled in the lead record. If they already save there, it's not clear where to find them.

“Clear navigation”

Pros

Starting off with this product was very easy and it's been simple to navigate. The setup process was also really easy thanks to the step-by-step guidance from our advisor.

Cons

At this point, I haven't come across anything I dislike about the service.

“accessible self-service portal”

Pros

The portal is very accessible to use and I really appreciate that most of it is self-service.

Cons

It would be even more helpful if the portal let each individual profile manage call options directly, like choosing when to receive leads or pause them.

“strong leads and helpful support”

Pros

One thing that really stands out is the quality of the leads and the customer service has been excellent whenever I've needed help.

Cons

A small downside is that some leads still come through with invalid information.

“responsive lead returns and quick wins”

Pros

Buying leads has usually been frustrating because the quality is often hit or miss and getting a response when trying to return them can be just as bad. After using SmartFinancial leads for nearly two weeks though, I've been genuinely impressed. We've definitely had a few leads that weren't good but their customer support has been responsive and those leads were returned quickly. Up to this point, things have gone really well and we've already closed several accounts in a short period of time.

Cons

The one thing I'd like to see is an identifier for Spanish speakers.

“simple workflow”

Pros

Getting around the software is easy and the lead quality has been consistently good.

Cons

Pricing runs a bit higher than some other options on the market.

“Stellar support”

Pros

Easy to figure out and it's simple to customize to our needs. The support from the company has also been excellent.

Cons

Nothing has really stood out as a problem. At this point, it's working very well.