Sales tools for brokers
Your success is our success. That’s why our sales tools are designed to turn conversations into conversions. Automate emails to keep leads warm while you focus on high-priority tasks. Get full visibility and better understand your business. Use insights gained from Mercury Nexus to focus on what matters most.
Keep track of your pipeline
Manage all your sales opportunities on the one page. Quickly progress deals with drag and drop functionality.
Eliminate repetitive admin tasks
Create a bank of regularly used content to insert into notes, emails and tasks with just a few taps of the keyboard.
See the bigger picture
Make informed decisions on where to make impactful improvements to your sales process with the data rich dashboards in the Analytics App.
Other Features
Streamline processes
Choose from ready-made email templates or create your own.
Real-time collaboration
Quickly delegate tasks and share client details with your team.
Never miss a follow up
Create a seamless client journey by automating follow up activity and tasks.