Greatway CRM
"For Greatway License Advisors Only"
Greatway CRM is the best sales and marketing for Greatway advisors.
At Greatway Financial, we strive to bring happiness and efficiency to our advisors. Our goal is to help you manage your life insurance business seamlessly with our innovative Greatway CRM.
Integrated email marketing tools
Easily create, send, and track personalized email campaigns without needing third-party software. Increase engagement and conversion rates with targeted messaging.
Phone call functionality within the platform
Make and receive calls directly from the CRM. Save time switching between apps and keep all communication records in one place for better tracking and follow-up.
Built-in SMS capabilities
Send instant text messages to your contacts. Improve communication speed and reach your audience where they are most active, ensuring timely updates and promotions.
Advanced workflow automation
Automate repetitive tasks such as follow-ups, lead assignment, and data entry. Free up time for your team to focus on high-value activities, increasing overall productivity and efficiency.
Integrated calendar booking tool
Schedule meetings effortlessly without needing external tools like Calendly. Seamlessly manage appointments, reduce no-shows, and keep your calendar organized, all from within the CRM.
Greatway CRM is the best sales and marketing for Greatway advisors.
At Greatway Financial, we strive to bring happiness and efficiency to our advisors. Our goal is to help you manage your life insurance business seamlessly with our innovative Greatway CRM.
Integrated email marketing tools
Easily create, send, and track personalized email campaigns without needing third-party software. Increase engagement and conversion rates with targeted messaging.
Phone call functionality within the platform
Make and receive calls directly from the CRM. Save time switching between apps and keep all communication records in one place for better tracking and follow-up.
Built-in SMS capabilities
Send instant text messages to your contacts. Improve communication speed and reach your audience where they are most active, ensuring timely updates and promotions.
Advanced workflow automation
Automate repetitive tasks such as follow-ups, lead assignment, and data entry. Free up time for your team to focus on high-value activities, increasing overall productivity and efficiency.
Integrated calendar booking tool
Schedule meetings effortlessly without needing external tools like Calendly. Seamlessly manage appointments, reduce no-shows, and keep your calendar organized, all from within the CRM.
