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Lead Management + Reporting

Platform to analyze, manage and close leads

The digital age has ushered in a need to create a multi-channel, multi-touch, and highly personalized approach to lead management. Gone are the days of cold calling and spreadsheets to track a customer’s lifetime value – instead, companies require robust tools and resources to track leads through the sales cycle.

With Urge Access, our clients have access to an AI-powered data management platform that provides real-time, streamlined lead performance data in one easy-to-use portal. Through this platform, businesses can identify their most productive marketing channels along with missed opportunities and gaps, allowing for adjustments to advertising and promotional strategies that will equate to more sales conversations. Among the most valuable features of the system is the ability to provide an actual phone call to a team member when a lead is received via a website form fill feature – ensuring that requests are immediately received and don’t wait in an email inbox.

Modern technologies with their rapid response rates significantly reduce people’s patience and attention spans. Most users yearn for immediate feedback, otherwise, they tend to lose interest and move on – Urge Access ensures a lead is always within a minute’s reach. Our platform does away with manual dialing from the practice, relying instead on tailored phone scripts that significantly reduce the amount of missed leads. Furthermore, Urge Access makes it easier to onboard and train new team members on handling leads – allowing for less pressure on sales and more focus on adding value to the customer experience.

The Benefits of Urge Access

1. Lead Capture: You can easily capture leads from your website using Urge Access lead capture forms.

2. CRM: The platform offers a built-in CRM system that allows you to manage your leads, contacts, deals, and tasks in one place.

3. Appointment Scheduling: You can schedule appointments with your clients directly from the platform, and it will automatically send reminders to both parties.

4. Email Marketing: Urge Access has a powerful email marketing tool that enables you to send personalized emails, drip campaigns, and newsletters to your subscribers.

5. SMS Marketing: You can use the platform to send SMS messages to your leads and customers.

6. Pipeline Management: Urge Access provides a visual representation of your sales pipeline, allowing you to see where your deals are in the sales process and identify bottlenecks.

7. Funnel Builder: The platform includes a funnel builder that allows you to create sales funnels to convert your leads into customers.

8. Review Management: You can monitor and manage your online reviews from various sources such as Google, Yelp, Facebook, and more.

9. Social Media Management: You can schedule and publish posts to your social media accounts directly from the platform.

10. Reputation Management: You can track your online reputation and get notified of any negative reviews or mentions.

11. Reporting: The platform provides detailed reports on your leads, deals, and other metrics, allowing you to track your performance and make data-driven decisions.

12. Call Tracking: You can track your phone calls and record them for future reference.

13. Voicemail Drop: The platform allows you to leave pre-recorded voicemails for your leads and customers.

14. Call Scripting: You can create scripts for your sales calls and use them to guide your conversations.

15. Call Routing: You can route calls to specific team members based on criteria such as location or expertise.

16. Broadcast Messaging: You can send broadcast messages to your leads and customers via SMS or email.

17. Automated Follow-up: The platform can automate follow-up tasks such as sending emails or SMS messages based on triggers or events.

18. Task Management: You can create tasks and assign them to team members, and track their progress.

19. Calendar Integration: The platform integrates with popular calendar apps such as Google Calendar and Outlook, allowing you to manage your schedule from one place.

20. Payment Processing: You can accept payments from your customers directly through the platform.

21. Integrations: Urge Access integrates with a wide range of third-party apps and services, including Zapier, Stripe, Twilio, and more.

22. Team Collaboration: The platform provides features for team collaboration such as shared inboxes and team dashboards.

23. Referral Tracking: The platform allows you to track referrals and incentivize your clients to refer new business to you.

24. Document Management: You can store and manage your documents within the platform, making it easy to access them from anywhere.

25. Form Builder: You can create custom forms for your clients to fill out, such as intake forms or feedback forms.

26. Live Chat: The platform includes a live chat feature that allows you to chat with your leads and customers in real-time.

27. Call Recording: You can record your sales calls for training and quality assurance purposes.

28. Multi-Channel Communication: You can communicate with your leads and customers via multiple channels, including phone, email, SMS, and social media.

29. Advanced Reporting: The platform provides advanced reporting features such as funnel analysis, ROI tracking, and A/B testing.


  • Studies have shown that a lead is significantly more likely to engage with a business if a response is received in a timely manner.
  • If you select phone contact as an option for your lead inquiries (a standard feature), Urge Access automatically dials your front desk staff and places them on the line with prospective customers as soon as they fill out the contact form. The connection is made within 60 seconds!

Urge Access meets all requirements for storing and interacting with customer data under the rules of the Health Insurance Portability and Accountability Act.


The Benefits of Lead Management Through Urge Access

Urge Access improves call-to-consultation conversion rate by an average of 45%!

Clients see an average 300% increase in patient engagement with the Urge Access auto-call feature.

A case study reports an additional $357,315 of yearly revenue thanks to Urge Access.

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Are You Ready to Increase Your Leads?

Lead management doesn’t have to be laborious. Thanks to Urge Access, you can now save yourself the hassle of manual data entry and focus on what matters, serving your customers. To learn more about what Urge can do for you, call us at (888) 348-3113 or submit the contact form below, and we will be in touch soon!