Grow Your Business Faster and Easier

Contact Manager

• Contact Manager
  See all of your client’s Contact info, notes, to-do’s, appointments, and more.
• Email Blast
  Send an email to multiple contacts. Schedule your blast to go out later.
• To-Do’s & Reminders
  To-Dos and reminders make it easy to follow up with your customers and clients.
• Mail Merge
  Your letters and emails look professional, custom, and you can do it yourself in seconds.
• Calendar

Unique Features

• Team Collaboration
  This allows a small group of individuals to work together, sharing some aspects as a group and having some of their own individual settings.
• Video Email
  Your video messages are more interesting, more personal and more people will watch your video emails.
• Custom Newsletter
  Send your clients a monthly newsletter that is customized with your contact information.
• Agenda Assistant
  The Agenda Assistant will send you an email each morning to tell you when you have appointments, to-do’s, client Birthdays and more.
• Birthday Assistant
  The Birthday Assistant will automatically send your client a birthday email or set up a To Do to remind you of this important event.
• Client Referral Tree
  See who has referred whom in an easy-to-read and understand Referral Tree.
• To Do Plan
  Sometimes you have a series of to-do’s you want to schedule for a client. Like when they buy your widget, you want to call them and thank them on Day 1, have your fulfillment center send them a box of chocolates on Day 3, send them a “how-to” email on day 14, and then call them on Day 45.
• Action Sets
  This is a great time saving tool that allows you to group several client activities into one simple sequence.