Record personal and professional contact information and maintain a journal of notes and history of your clients and prospects.
Create email templates for drip campaigns integrated with your preferred email and calendar provider. Integrations with most common platforms: Mail Chimp, etc.
Track your referral and lead Sources, maintain a collection of documents and files to increase your ROI.
Email, Calendar Integration
Send Email,SMS and social media messages directly from application. Integrated with your email and calendar. Customize and send bulk email messages to your contacts
- Quick and easy mass contact import into our system.
- Push and pull data to/from other vendors(using APIs).
- Integrates Web Forms and Surveys from your website into your CRM lead funnel.