Lead management for IFAs and mortgage advisers

Lead management

Track and report on lead sources the easy way with Intelligent Office

Trust Intelligent Office to track and report on lead sources

Intelligent Office (iO) makes tracking and reporting on lead sources easy. Whether they’re referrals, internal, bought-in lists or via an introducer, iO’s lead management functionality enables you to optimise leads to their full potential.

Lead management features

With iO you’ll be able to:

  • Set up and assign bespoke lead statuses based on your requirements for full tracking capability 
  • De-dupe lead sources 
  • Auto-allocate leads based on a ‘round robin’, geographic location or on an ad-hoc basis
  • Complete comprehensive management information reporting

See Lead management at glance:

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About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line. 

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