Features: Marketing Automation
Make your own Landing Page to capture contact info from your website visitors. Start with a beautiful template, then customize the wording, decide which data fields to capture, and then publish it on the web. You can do this yourself…really!
Campaigns & Workflows
Use sales and follow-up campaigns to turn your leads and past clients into customers. Create a step by step workflow that walks your potential customers through your systematic processes.
Autoresponders & Email Drip Campaigns
Easy Voice Recorder
Record and upload audio files to add to your marketing strategy. You can upload your own file or record a new one using our phone marketing system, VoiceTouch. The system keeps a library of your audio files so you can easily access and add to them.
Cloud File Attachments
Do you ever wish you had a copy of that contract, application, or other document right there on your client’s contact page? You have it now! Store unlimited Word Docs, PDFs, Photos and more, right there on the All-in-One Contact Screen. Now those documents are with you at the office, at home and on the road.
If you want to track the details of your transactions, use the AllClients Deals feature. Create custom deal types and then populate the deals with all of the relevant data.