Customer Relationship Management

includes Lead Generation

Our comprehensive platform allows you to do a lot in one place.  It is a virtual office you can access from anywhere there is an Internet connection.


  • Manage your Contact Database so it thinks like you
  • Design and Send beautiful Newsletters with many templates at your fingertips
  • Incorporate Videos into your Opt In Landing Pages and Email
  • Automate Tasks such as reminders to yourself and clients
  • Create Lead Generation landing pages
  • Send Group Emails (permission-based)
  • Schedule Email Blasts
  • Includes real-time Email Analytics
  • Customize Autoresponders to automatically follow-up with clients
  • Add Intelligent Links to track events and respond automatically based on your needs
  • Track your clients and their projects
  • Access Contracts and other documents
  • Create To Do lists to stay organized
  • Automate your workflow
Manage your Voice & Text - 24-hour answering service - details below

Additional features available in the CRM

Purchase after CRM account is set up

Voice & Marketing

Your own 24/7 Answering Service
Enable Call Forwarding
Free recorded Reports
Forward Messages to Email

Text & Marketing

Send & Log Texts from CRM
Forward Text to Email or Phone
Receive Texts in CRM
Text to Join & Setup Contact

Add Additional Team Members

Share/Separate Contacts
Assign "To-Dos"
Share Templates
Assign team member Access Levels

Online Reputation Management

Keep Up With Your Online Reputation

  • Manage simply, your social media in one dashboard
  • Integrate with Instagram, Facebook, Twitter, Linkedin, Google My Business and other social accounts
  • Respond to posts and reviews
  • Publish your business listing to 60+ online directories
  • Collect and segregate relevant keywords and conversations
  • Be found on search engines and map apps

Easily create a media library

  • Upload images to use again and again
  • Tag them for easy reference when creating your posts


Tell The World About You

  • Push your specials, menus, events, and other marketing in a click of a button
  • Respond to reviews (especially important in hospitality)

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Creative and Web development Full Circle Creative