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About
Products
Pricing
Contact
CRM Overview
CRM Layout
Account Setup
Contact Management
Mail Merge Profile
Manage Contacts
Categories
Custom Fields
Client Touch
Flags
Sources
Landing Pages
Add/Edit
Create
Edit
Options
Share
Organize
Email Templates
Add/Edit
Intelligent Links
Other Templates
Letter Templates
Automate
Autoresponders
Action Sets
Create Action Sets
Add Action to Contact
Add Action to Autoresponder
Add Action to Landing Page
To-Dos
Agenda Assistant
Birthday Assistant
Deals - Project Management
Deals Overview
Deals Dashboard
Prepare for Deal
Stages and Automation
Action Sets in Deal
Set Up a Deal Type
Set Up a Deal
Support
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(970) 305-4089
Support
Members Login
Login Mobile
(970) 305-4089
About
Products
Pricing
Contact
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.
YOU CONTROL YOUR OWN DATA
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
Pricing/Order
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
Pricing