Lead Management and Marketing Automation
![SMS](https://www.nmi.com/wp-content/uploads/2024/01/icon-alert4.png)
Use SMS to turn prospects into customers quickly
![Lead Reports](https://www.nmi.com/wp-content/uploads/2024/01/icon-leadreport-1.png)
Report on unlimited lead fields and customize views by user
![Pre-populate merchant agreements](https://www.nmi.com/wp-content/uploads/2024/01/icon-info-1.png)
Pre-populate merchant agreements with information from your leads
![Automatically notify your team](https://www.nmi.com/wp-content/uploads/2024/01/icon-notification-1.png)
Automatically notify your team as deals move through the sales cycle
![Lead Management Lead Management](https://www.nmi.com/wp-content/uploads/2024/01/lead-management-screen.png)
![Lead Management Lead Management](https://www.nmi.com/wp-content/uploads/2024/01/lead-management-screen.png)
Electronic Signature
![E-Sign](https://www.nmi.com/wp-content/uploads/2024/01/icon-world-1.png)
E-sign new accounts from anywhere in the world
![Increase agent productivity](https://www.nmi.com/wp-content/uploads/2024/01/icon-increase.png)
Increase agent productivity and shorten sales cycles
![Incomplete applications](https://www.nmi.com/wp-content/uploads/2024/01/icon-incomplete-1.png)
Eliminate the frustration and delays caused by incomplete applications
![Stop double data entry](https://www.nmi.com/wp-content/uploads/2024/01/icon-rocket.png)
Stop double data entry and streamline your merchant boarding process
![Electronic Signature Electronic Signature](https://www.nmi.com/wp-content/uploads/2024/01/esignature-screen.png)
![Electronic Signature Electronic Signature](https://www.nmi.com/wp-content/uploads/2024/01/esignature-screen.png)
Visitor Tracking
![Reach out to your prospects](https://www.nmi.com/wp-content/uploads/2024/01/icon-phone-call-1.png)
Reach out to your prospects with a perfectly timed call or email
![Track & see what your prospects are clicking](https://www.nmi.com/wp-content/uploads/2024/01/icon-target-1.png)
Track & see what your prospects are clicking on and what they are interested in so that you can target them effectively
![Improve your lead quality](https://www.nmi.com/wp-content/uploads/2024/01/icon-deal-1.png)
Improve your lead quality and close more deals
![Visitor Tracking Visitor Tracking](https://www.nmi.com/wp-content/uploads/2024/01/visitor-tracking-screen.png)
![Visitor Tracking Visitor Tracking](https://www.nmi.com/wp-content/uploads/2024/01/visitor-tracking-screen.png)
Sales Metrics
![Track sales](https://www.nmi.com/wp-content/uploads/2024/01/icon-notes-1.png)
Track sales related activities like new accounts, notes added, emails sent, and more
![](https://www.nmi.com/wp-content/uploads/2024/01/icon-reporting-1.png)
Make informed decisions based on actionable data
![Competitive sales environment](https://www.nmi.com/wp-content/uploads/2024/01/icon-salesgroup-1.png)
Drive a competitive sales environment that is easy to manage
![Sales representatives](https://www.nmi.com/wp-content/uploads/2024/01/icon-salesrep-1.png)
Easily identify your most active sales representatives
![](https://www.nmi.com/wp-content/uploads/2024/01/sales-metrics-screen.png)
![](https://www.nmi.com/wp-content/uploads/2024/01/sales-metrics-screen.png)
Appointment Board
![Weekly Dashboard](https://www.nmi.com/wp-content/uploads/2024/01/icon-weekly-1.png)
Weekly productivity dashboard by user or user class
![Appointment Agenda](https://www.nmi.com/wp-content/uploads/2024/01/icon-appointment-1.png)
See set, seen, confirmed, and rescheduled appointments
![](https://www.nmi.com/wp-content/uploads/2024/01/icon-recordings-1.png)
Listen to the recordings of any appointment made when the built-in dialer is enabled
![Linking](https://www.nmi.com/wp-content/uploads/2024/01/icon-click-1.png)
Link directly to your most important leads with a single click
![Appointment Board Appointment Board](https://www.nmi.com/wp-content/uploads/2024/01/appointment-board-screen.png)
![Appointment Board Appointment Board](https://www.nmi.com/wp-content/uploads/2024/01/appointment-board-screen.png)