Done For You Set Up

Getting a new piece of software can be a daunting task, especially a lead management software like InvestorFuse. You have to set up all the integrations to push leads in, import your existing leads, make sure messaging platforms are set up, and finally train your team. That list is enough to make you stay in your current software.

Here at InvestorFuse, we do all of that for you! We get on two meetings with you to review all the details, set up the integrations, import existing leads, and train your team. All you have to do is provide us the details in a form, come to the two meetings, then just sit back and let us take care of everything else.

If you want a white glove set up then upgrade to concierge onboarding. With concierge onboarding you get one-on-one time with the CEO of InvestorFuse to get your workspace up to par with the best performing teams on InvestorFuse. You'll be generating contracts in under two weeks!