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Smart LMS – Kwallify

Kwallify is a smart lead management CRM that finds leads in your inbox, scores prospects against your ideal customer and keeps every follow-up on schedule.

Automated Inbox Lead Mining

Capture leads directly from your inbox

80-Field ICP Scoring

Filter prospects against ideal customer profile

Visual Workflow Builder

Visual follow-up workflow builder

Network & Referral Discovery

Tap into warm introductions & referrals

SERVICE OVERVIEW

Capture, Track And Follow Up Every Lead From One Place

Smart LMS – Kwallify is a Smart Lead Management System (CRM) built for sales teams that live and die by their revenue numbers. It brings your pipeline, lead intelligence and follow-up discipline into one cloud-based platform, so promising leads no longer fall through the cracks.

Kwallify reads your Gmail inbox for buying signals, classifies opportunities automatically and sends anything uncertain to a human review queue. Nothing is saved until you approve it. Each prospect is then scored against your ideal customer profile (ICP), so your best opportunities rise to the top without manual spreadsheet scoring.

Visual follow-up sequences send the right message at the right time, depending on whether the previous email was opened. A short daily list shows who to follow up with, and the Performance Overview dashboard tracks follow-up health and task completion. A referral connector uses Gmail and LinkedIn relationships to suggest warm introductions, and upsell and cross-sell workflows help you grow existing accounts.

Kwallify works in your browser and on mobile. Visit kwallify.app or contact Pinsoftek for a walkthrough on your own pipeline.

What makes it special?

  • Gmail Lead Mining
  • ICP Lead Scoring
  • Daily Follow-Up List and Reminders
  • Upsell and Cross-Sell Workflows
Get Started Today
Smart LMS – Kwallify Overview
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WHAT'S INCLUDED

Comprehensive Features

Explore the powerful capabilities and modules included in Smart LMS – Kwallify.

Gmail Lead Mining

Scans your Gmail inbox for buying signals, classifies opportunities automatically and routes uncertain ones to a human review queue. Nothing is saved until you approve it.

ICP Lead Scoring

An 80-field ideal customer profile (ICP) scoring model and a free-text search parser rank prospects, so your team knows which ones are worth chasing.

Daily Follow-Up List and Reminders

Get a short daily list of the people to follow up with, plus reminders so no good lead goes cold.

Upsell and Cross-Sell Workflows

Identify expansion opportunities inside your current book of business and grow existing accounts, not just new ones.

Performance Overview Dashboard

Track follow-up health and task completion in real time, so managers see where deals stand and where they are stalling.

Web and Mobile Access

Use Kwallify in your browser and on mobile, with tasks, follow-ups and key metrics at a glance.
GETTING STARTED

How It Works

A simple 4-step path to start using Smart LMS – Kwallify in your business.

  1. 01

    Request a Demo

    See the product in action and how it fits your workflow.

  2. 02

    Get Set Up

    Create your account and configure the platform for your team.

  3. 03

    Start Using It

    Your team begins working on the platform from the browser.

  4. 04

    Get Support

    Reach our team whenever you need help with the product.

Let's grow together

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