Features
It may be quite impossible to number all the applicable features of our robust CRM software solution. However, the features included here will give you a detailed view of the specific features we have decided to showcase. Each highlighted feature has been built on years of customer-centric development and in-depth understanding.
Easy-To-Use
Designed for the non-technical, our cloud-based CRM solution was built with the user in mind. No other CRM backend offers a more simple-to-use structure and user interface, hands down. When you open your free trial account and begin with the simple video tutorials, you will understand why our solution has become an industry standard in feature-rich simplicity.
Newsletter Blasts
Customize regular weekly and/or monthly email news blasts to your client base. Create graphically pleasing and customer-specific, focused messages to your customers. Do so will help to keep your business top of mind. The email newsletter process can be automated to your personalized settings, allowing you to do what you do best while keeping your customers close and prepared for the moment they are ready to purchase.
Drip Email Campaigns
Send out automated email campaigns at your desired and pre-determined intervals. Customize templates, merge contacts and customer data, and obtain remote feedback letting you know all of your campaigns were delivered to the right client and the precise time. No other solution simplifies and consolidates the management of email campaigns quite like this.
Customer Autoresponders
Respond to new leads quickly and automatically. If a potential customer fills out a lead on your website, the system will send out a semi-customized response within seconds. This helps to keep your customers on the hook, ensuring you the ability to increase your close rate.
Web Forms
Customize the style, data fields, type, wording and implementation of your website’s lead forms. You are in control of the information submitted through your site. Whenever data is submitted, you are notified and the information you need is sent to the right person within your organization.
Role-Based Organic Growth
Start with a single user and add members as your needs and business grows. As you add members of your team, you can easily share resources on the backend including letter templates, tasks, calendars, email assignments and more. Include each team member in as an admin to the entire database or create individual custom databases for each user within a team structure. The possibilities are truly endless.
Contact Management
Names, addresses and phone numbers are certainly important, but business is more personal than that. Detailed data backup of conversations, birthdays, anniversaries and specific client notes and potential referral information is all stored securely on the cloud for remote access at anytime.
Deals Management
Our custom deal tracking system allows you the unique ability to target users in multiple verticals. Whether you perform deals as a dentist, chiropractor, real estate agent, network marketer, or political activist the system will help you track your potential deals down to the minutest detail. Organize and manage your deals just like you organize and manage your contacts and leads. It’s that simple!
Birthday Reminders
Showing you really care is of the utmost importance to building relationships that drive revenue. Remembering customer birthdays can be a great way to bring a personal touch to your business relationships. The birthday assistant automatically reminds and/or contacts your clients with a personal email letting them know you truly care.
Customer Referral Tree
Knowing where your business is generated can be helpful in giving you the power to gauge where to go next in your advertising or business campaigns. Using our software’s referral tree function will give you an idea as to where your referral business originates and gives you more information on the network within your client base. This out of the box features has been one of the most lauded features of our system.
Audio Creation Tool
Add simple audio messages to your webpage with ease. Our CRM software allows you to simply pick up the phone, record a message and have it published to your website within seconds. It’s a simple and effective way to communicate and expand your communication with clients.
Simple Contact Filter
Filter your contacts by importance, probability or a host of other characteristics. This segmentation capability gives you the control over new prospects, hot leads, past clients and even the do not contacts. Filtering between categories gives you the control over what time needs to be spent on which clients.
Mail Merge
Mail merge your contact data in Microsoft Word within 10 seconds. The process is simple and fool proof. Best of all, you can customize your letters and make them look as professional as if you had not even used a mail merge program.
Calendar
Important appointments cannot be missed. Kepp track of them easily with our integrated calendar function. Drag and drop appointments and see them in daily, weekly, and monthly formats. Even view contacts within the calendar and set up new appointments. It’s that easy.