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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