Unbiased's ProApp features

The Unbiased ProApp is a comprehensive platform designed to help you grow and manage your client base.

Account Dashboard
  • Choose your clients with precision - filter by wealth level, advice type, and post code to ensure the targeting of prospects right for you.  
  • Control the leads you accept - our preview tool lets you see and assess each enquiry before purchase, so you can discern the most promising conversion opportunities.  
  • Purchase exclusive, verified leads - we never sell the same lead twice, so you can be sure you're getting a competitive advantage. Our leads are also SMS verified to ensure you're getting accurate contact information. Our site is also supported by industry-leading spam filters to prevent low-intent and non-genuine enquiries.
  • Greet new clients instantly - our automated welcome message feature ensures you make a great first impression every time.
  • Booking/Meeting links - allow purchased leads to reach you seamlessly (and reduce unnecessary admin) by including your compatible meeting/booking link on your profile.
  • Stay organised and on top of your schedule - set reminders, attach notes, and link to your calendar to make connecting with clients easier and more efficient.  
  • Manage your leads easily - track their progress in our client management Kanban board and export them to your CRM or BI tool.
  • Take control of your performance - our real-time analytics dashboard gives you a clear overview of your activity and helps you measure your ROI.  
  • Receive new lead alerts directly - stay ahead of the competition by enabling new lead notifications on your mobile or desktop.

For more information about the Unbiased Pro Dashboard, please see here

If you would like advice and support, please contact your Account Manager by email: pro@unbiased.co.uk or call 0121 285 6986 during office hours.