- Build a simple Plan for your leads and customers to make sure no one slips through the cracks.
- Automatically schedule Emails to be sent or any other type of Activity to be created.
- Contacts automatically progress through your Plans as each Step is completed.
- Use the Phone Assistant to quickly and easily update contact info, take notes, schedule followups, and send emails all from a single screen.
- Take the pressure and unknowns about calling away with the built in and customizable phone scripts.
- Send and receive Emails from any of your Email addresses.
- Send Emails to Groups of Contacts and include a personalized message to each
- Stores an Email history as part of each Contact's information.
- Make a list of all your tasks and check them off as you complete them.
- View a record of all your pending and completed Tasks.
- Assign and sort your tasks by priority.
- Create Appointments and re-arrange your schedule with a simple drag and drop Calendar.
- Create and view your Appointments and Phone Appointments on the same Calendar.
- Work with and review your Calendar by day, week or month.
- Plan your whole day's Activities from one screen.
- View recent Emails, upcoming Tasks, Calls and Appointments.
- Quickly jump to any other area of your application.
- Build professional looking Lead Capture Pages from scratch with no experience necessary.
- Create Web forms to copy and paste onto any of your existing web pages.
- Automatically follow up with leads generated by your web pages and forms.