When you are on a single contact and Apply a Workflow, you can now choose a start date. Use this to set reminders for things like Anniversaries or Policy renewals.
Create a proactive word-of-mouth strategy to increase referrals and grow your business without breaking a sweat!
We have added new timing options to the Birthday Assistant. You may now also
Even in 2020, some businesses have a need to communicate over a regular ole
We have added column sorting to the All Completed To-Do’s filter page. Clicking on
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
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