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The data you need in one place
Drive excellence in service!

With the help of the quality survey that DragonCEM sends to the lead, in the Quality report, you will be able to know their level of satisfaction with the advisor who assisted them.

High-value opportunities

Your sales force is on the front line of contact with leads. With a glance, they can identify which leads have high interest and which ones need additional focus.

CRM Journey

Maintain impeccable synchronization between DragonCEM and your CRM system. The report provides detailed information about leads that have been successfully sent, ensuring efficient management of your customer database.