Take control of contact management with task/appointment tracking and prospect/client follow-ups.
Categorize accounts and segment them into targeted groups for enhanced communication and sales campaign focus.
- Reminders/alerts
- Mobile access
- Email campaigns
- Multimedia bundling
- Reporting
- Collections
- Create recurring reminders
- Label accounts with marketing codes, identifying their business type and ad activity
- Filter accounts by marketing codes
- Instant bulk correspondence via email, letter or fax
- HTML rich correspondence
- Easy exporting of data to services like MailChimp
