LegacyWealthIQ
A complete sales and recruiting platform that runs a live calling team, plus the public website that brings in appointment requests. The agents, leads, calls and reports all live in one secure system.
- Predictive dialer with a phone built into the browser
- Live call listen, coach and barge for managers
- Call recording and playback
- Appointments, leaderboards and recruiting hierarchy
The CRM is behind a secure login. Ask us for a live walkthrough.
