Choose your Snapshot

A snapshot includes pre-built websites and automations tailored to each business model, granting users the ability to swiftly launch their operations without delay.

This feature ensures that whether in Standard operations, Funding Services, Tradeline Brokerage, or Service Facilitation, users can quickly deploy their services and start managing their business effectively from day one.

Standard

A clean slate to create your own email templates and automations. 

Funding Investor

Includes advanced automations and streamlined pipelines, effortlessly track and manage your investor partnerships. 

Stay ahead with real-time insights and seamless collaboration, ensuring your funding strategy is always on point.

Tradeline Brokerage

Features customizable email templates and powerful automations to effortlessly track and process each tradeline request with precision. 

Enhance your brokerage efficiency and client satisfaction with our streamlined, all-in-one platform.

Service Facilitator
In Person Services
Online Services

In-person services like lawn care, TV mounting, and truck-assisted moving offer hands-on assistance and immediate solutions.

The Service Facilitator Snapshot in BridgeLink CRM ensures seamless management of these services with intuitive scheduling, real-time updates, and efficient task tracking. Enhance client satisfaction and streamline your operations with our all-in-one service management tool.

Edit Template

The Online Services Service Facilitator Snapshot in BridgeLink CRM streamlines your digital offerings, from virtual consultations to remote support. Manage client interactions, schedule appointments, and automate follow-ups with ease. 

Elevate your online service delivery with our user-friendly platform designed to keep your operations efficient and your clients satisfied.

Edit Template
Funding Services

Robust features like automated tracking, real-time analytics, and streamlined client communication, you can efficiently oversee every aspect of your funding operations. 

Empower your business with seamless workflows and comprehensive insights, ensuring your success in the competitive funding landscape.