Urban Money Force APP - Lead management and be hassle-free, work and empower yourself on the go

Presenting Urban Money Force app for Urban Money sales employees to help in updating the status of their leads, fetching the latest status on submitted applications, and making their work much easier on the go.


- Login on Urban Money Force
- Viewing up the assigned leads, maintaining and updating its status.
- All the tasks, required for a client will be updated in this app, so you can check the tasks that need to be done and do the required follow-up with the clients.
- When a lead will be assigned to any sales employee, he/she can view all the details of client and do required follow-ups.

Functionalities

Login with your account and explore the App

Fresh Leads: Fresh Leads will show all the newly assigned leads of a client. An employee can view his fresh leads, and all the necessary details of a respective client like lead date, city, and phone number.

- In addition to this an employee can update the details for the client interactions, follow-ups, lead details, and basic information.
- Employee can directly call on the client’s number by using ‘call’ option.

Upcoming Interactions: Upcoming Interactions will show all the tasks needed for client interaction for a lead. Interactions will cover follow-up and document collection.

- Any lead will be assigned by a lead date, up to this particular date interaction needs to be done.

Missed Interactions: Whenever an employee fails to do the required client follow-up within the assigned date that lead will go under the missed leads section.

- An employee can update ‘Interactions’ under the missed leads section to update the reason for the missed lead and its respective details.