Get the Data You Need to Grow Your Business at Your Fingertips.
LeadingResponse Client Portal
Hub is the ideal platform for you to plan and monitor campaigns and dig deep into performance analytics in real-time and access to more data in less time. This newly enhanced client portal features simplified navigation and ease of use, a personalized and secure experience. With fast, seamless integration, you can get set up in just minutes, and because it’s fully responsive, you can view your campaign analytics from your phone anytime, anywhere. Portal information can be integrated with client’s CRM system, including Salesforce, Redtail, and others. Do more than just reporting with Hub. Learn how Hub can help you start analyzing your results and growing your business.
Hub offers advisors increased efficiency, transparency, and consumer insights!
Increased Efficiency
- Manage all campaigns including creating new events to handle waitlist from one tab.
- Online art editing/approval
- One click attendee check ins.
- Seamless, fast integration w/CRM including open API.
- Track, manage, pay, and reorder campaigns within the portal.
Transparency – We Really Mean It
- View and download postage statement for every event.
- Interactive, live calendar featuring maps, upcoming and future events, assets and event counts.
- Real time counts of menu selections by attendees per event.
- View all attendees in each campaign, complete with guest details.
Consumer Insights
- Comprehensive consumer details for all prospects including key socioeconomic and demographic data.
- Manage prospects – move to other events, send driving directions, add guests.
- Email and text attendees within Hub – portal retains full communication history.
- Prospect quality ranking.