Forefront CRM FAQ’s

Frequently asked questions

Does Forefront have List Stacker option for storing all my lists that I will be doing marketing to? I need to be able to see which lists I did marketing to and for which lists I didn’t.

Our Campaigns is similar to List Stacker. You can find more info in here: Adding Campaign

Is there any skip trace or list-pulling feature?

We do not have skip trace and list-pulling feature.

Is it possible to track the success/performance of my teammates?

Yes we do have Stats/KPI page. It tracks User Accountability in terms of Tasks, Past Due leads and Inbox. As well as basic KPIs and Funnels. For more info: Stats

Do you have a drive-for-dollar application?

No we don’t. Forefront is not designed as a prospecting tool, rather it’s focused on handling and tracking qualified leads and deals.

Can I connect my bank accounts with Forefront to track transactions?

No, we only have Billing page but it’s for the subscription.

Are there any accounting features to help me track expenses and income?

You can track expenses and income in Campaigns and Stats altogether. We have buying analysis and some of that includes total cost, total projected profit, total actual profit and ROI in Funnel in Stats.

Similar to managing leads, is there a feature for managing buyers? (For wholesalers)

We have tags system and contact types that you can customize whether they are buyers, real estate agents, etc which will be stored in Contacts sections.

Is it possible to view a lead only in a specific number?

No, so we built the system with the idea that communications will be with campaign numbers that represent the company itself. Not with individual users. A phone number assigned specifically to a user and that isn’t really supported in Forefront at the moment.