Everything you need to run a profitable UFF business

Managed from a single pane of glass - no more jumping between apps!

Specifically Designed to Help You...

  • Get more appointments and sales! Use our proven landing pages and automated follow-ups


  • Recruit new agents using proven scripts and landing pages


  • Leverage your network on social media platforms like Facebook, Instagram and LinkedIn

Here's How We Do It

Landing Pages & Funnels

  • We've spent a lot of time and money on landing page and funnel design. Our funnels are proven to generate results

  • Send bulk texts to all of your prospects or using specific tags


  • The voicemail drop feature allows you to send a voicemail to all of your leads, or a specific segment of your list


  • Create a multi-step, omni-channel email and text campaign


  • ​Add contacts in bulk to your email and text campaigns

Sales

  • Our “Hot Transfer” technology can call you instantly when you get an online lead


  • Schedule appointments with internal scheduler


  • ZOOM meeting subscription with unlimited recording INCLUDED


  • Power Dialer included! YES, you can patch in third parties on your calls


  • All calls made from the platform can be recorded


  • ​Add assistants to your account

Artificial Intelligence

  • Remove contacts from campaigns when they schedule an appointment


  • ​​​Get live reports from your Facebook ads account


  • ​​​Send happy clients a request for a review


  • ​Click-to-call functionality from mobile website (track the call)


  • ​​Send a follow-up text if they don’t respond to your first message

Funnels

  • Build funnels that capture leads (no limit to number of funnels in your account)


  • ​Embed your booking calendar on your funnel to make it easy for clients to schedule consultations


  • Import funnels from your ClickFunnels account with a click


  • Track all pages your leads visit so that you know what they’re interested in


  • Get notified when clients watch videos

**IMPORTANT NOTICE**

This platform was designed by Top 10 UFF personal producers and is intended for serious agents ONLY. Do not sign up if you aren't serious about building a six-figure UFF business.

ABOUT THE COMPANY


UFF Agent CRM was created by UFF Executive Director Matt Nye. Matt is consistently one of the top 10 personal producers at United Financial Freedom.

© Copyrights by Matt Nye. All Rights Reserved.

*UFF Agent CRM is not affiliated with United Financial Freedom of Draper, Utah.

We are a third party CRM tool designed by UFF Independent Agents for UFF Independent Agents.


**This offer is not endorsed by Facebook™ in any way. Facebook™ is a trademark of Facebook™.