"I cannot believe how many more clients I've added to my book in the past 6 months..."
If you're a financial advisor who buys leads, you have to follow up quickly with every single lead that lands in your inbox. Problem is, your inbox is already overflowing and you've got a million things pulling you away from your desk. What if you could automatically:
Follow up with every lead instantly?
Be the first one to call a lead?
Send personalized email and text message campaigns, directly from you?
In other words, what if you could automatically ensure a high return on your marketing spend? With DashFox, you can. We make sure the money you're spending generating new leads is actually worth it. We connect you with each new lead immediately, and then follow up consistently in a personalized way—saving you time and money.
You’re too busy to be hovering over your inbox every second of every day. But if you don’t follow up quickly, you might miss out on a great client. With DashFox, you can always follow up right away via email and text—and you can do so more than just once.
We make your follow-up easy breezy
No more stress and annoyance trying to manually follow up with every incoming lead that hits your inbox! Life is too short to have to deal with that. DashFox automatically follows up with each lead that comes your way so you can focus on doing what you do best: helping clients and closing deals.
You’re already juggling a gazillion tasks.
It can be difficult managing and responding to all the leads you’re bringing in. Now, all of your leads will end up in one convenient place, making them easier to track. Plus, if you want to convert renters into buyers down the line, DashFox is the perfect system to do so.
It is really refreshing to work with this software which is truly helpful in the client’s needs and preferences.
— Roy Donnelly,
Kingston Real Estate & Management
It is really refreshing to work with this software which is truly helpful in the client’s needs and preferences.
— Jack Calderon,
Head of marketing, Apple Inc.
It is really refreshing to work with this software which is truly helpful in the client’s needs and preferences.
— Jack Calderon,
Head of marketing, Apple Inc.
All of this sounds good... but I still have questions
By using automation, won't I lose that human touch?
Not at all! Let's face it—most of the time you're copying and pasting the exact same list of questions into your initial email. And if the lead doesn't respond, you're probably not following up again.
What if you could always respond right away with an email followed up by a brief text message? And what if both messages address the lead by their first name?
In our experience, this alone gets excellent results. Moreover, we've found that just a touch of informality in the messaging really does the trick.
While you're not manually typing those first few messages, we make it as close to your voice as possible so that you don't sacrifice that personal feel that new client relationships are built on. In short, whatever you're sacrificing by using automation, you're gaining much more by being a faster, more responsive, and more helpful advisor.
Do you work with Wiser Advisor, Smart Asset, or SmartVestor Pro?
Yes! As long as you receive the lead's contact details in email format, we can extract the contact details and place them on a campaign. This automation works across all of the mentioned lead sources.
Wait... how does DashFox "see" when a new lead comes in?
DashFox connects with your inbox and detects when new leads come in from particular sources that you choose in advance.The software is trained to see these particular emails and to recognize the name, email address and phone number in the body of the message. D then uses that information to place the individual lead on a campaign of custom follow-up messages, which can be set up to pause once the lead responds.
Where are you sending email messages from?
From your email address! DashFox connects with your inbox and messages leads directly from you—not some third-party marketing email that is more likely to end up in a spam folder.
How does the First-Touch Calling work?
First-touch Calling automatically calls you as soon as a lead lands in your inbox, giving you a chance to call and connect with the lead immediately. Be the first to reach out to a lead by phone and increase your chances of bringing them on as a client. (Simply press 1 and you'll be connected.) Missed calls? No problem, instant personalized messages can still go out.
Does DashFox integrate with my CRM?
DashFox has existing integrations with Wealthbox and Redtail. If you use a different CRM, please reach out with details. We may be able to add an integation for your CRM depending on the difficulty.
How does the texting work?
When a new lead comes in, they can be texted automatically and sent a personalized message (assuming, of course, they provide a phone number in the first place). We will generate a custom "DashFox number" for you, which essentially lives on top of your mobile number. When a lead responds to you via text, you will see his or her message both in your email inbox and on your cell phone. From there, you can click into DashFox and respond either via your cell phone or your computer.
How quickly can I set up a free trial and how long does it last?
Fast. Just book a meeting, let us help you figure out what you need, and we can have you set up typically within one day. Our standard trial lasts for two weeks.
How does your pricing work?
For individual advisors, our fully-featured pricing is $225 per month. For offices with a larger number of advisor, our pricing is more flexible and depends on your particular needs. In either case, please get in touch. We can work with you.
Do you offer a money-back guarantee?
Yes, absolutely. If you are not 100% satisfied with our service during the first 30 days of use, reach out and we will instantly refund the cost of your subscription. No hard feelings.
Do you provide support?
Absolutely. We provide you as much one-on-one help and support as you need. Furthermore, we’re also here to help you craft custom messaging that feels like your voice!
Still have questions?
Feel free to email us at hello@dashfox.com or book a demo!