Contact management

Organize by Status

Have your entire database organized in one central place. Your contacts are automatically organized by Prospects, Hot Leads, Active Clients & Inactive Clients so you can organize the right information.

 

Segment by Groups

Communicate, schedule, invoice and assign content & curriculum to specific groups of people. Marketing follow-up, autoresponders and email broadcasts can be created and delivered based on organizing your contact list into groups.

 

Grow Your List Through Opt-In Forms

Easily grow your contact list by placing opt-in forms for free reports, events or programs on your website.

 

Record Marketing Activity

Organize and save vital information so you can build relationships with prospects.

 

Follow-Up Prompting and Reminders

Schedule automated reminders for specific follow-up activities with prospects so you never let follow-up slip through the cracks.