Features
Interactive Training System: Learn at Your Own Pace
Our AI Interactive Training System offers a personalized learning experience, allowing you to master the CRM software at your own pace. With interactive tutorials and step-by-step guidance, the system adapts to your progress, providing real-time feedback and assistance. Whether you’re a beginner looking to get started or an experienced user seeking advanced tips, the AI-powered training adjusts to meet your needs, making the learning process both effective and enjoyable.
Empower yourself to become proficient in the program on your schedule, with training materials and resources that are always accessible.
Full-Fledged CRM System Overview
Our CRM system is designed to empower your business with a comprehensive suite of tools, providing everything needed to manage customer relationships efficiently.
Our Full-Fledged CRM System Key Features
Effortless Communication
- Email Templates: Send professionally designed email templates to one or multiple contacts instantly. Streamline your communication by crafting messages in advance and sending them out with a single click.
- One-Click Dialing: Quickly call any contact with just one click using a compatible softphone, such as RingCentral or Skype. This feature eliminates the hassle of manually entering phone numbers and ensures seamless connectivity.
Flexible Filtering and Sorting
- Custom Filters: Select from options like All, Selected, Omit, or Expand, and filter your contacts based on various criteria, such as date ranges or specific field values.
- Checkbox Selection: Easily include or exclude individual contacts using convenient checkboxes, allowing for flexible management of your contact lists.
- Sorting by Multiple Fields: Quickly sort your contacts by any field to find the information you need with ease.
Seamless Follow-Up System
- Stay on top of your engagements with an integrated Follow-Up System that helps you track and manage follow-up activities. Whether you’re nurturing leads or maintaining relationships with existing clients, the system ensures no opportunity is missed.
Quick Access to Client Websites
- Visit your clients’ websites with a single click, making it easy to review their information or stay updated on their latest offerings.
Advanced Contact Management:
- Comprehensive Fields: Access a wide array of fields like Website, Social Security Number, Date of Birth, Referrals, Related Contacts, Follow-up Date, Groups, and two status indicators for better categorization and personalization.
- Bulk Changes: Easily update multiple contacts at once using the powerful Change Contact System. Perfect for situations where you need to reassign or update records in bulk, such as when changing an agent’s responsibilities.
- Proper Capitalization: Automatically format names and company names to proper capitalization with a single click, ensuring consistent presentation across your database.
Integrated Client Portal
- Secure Client Communication: Offer your clients a dedicated portal where they can communicate directly with you, sign agreements, and securely submit documents, credit card information, or bank details.
- HTML Customization: Fully customize the client portal’s content by using HTML, allowing you to convey any important information or instructions to your clients.
Efficient Notes and Document Management
- Add unlimited notes and attach important documents to each contact, giving you a centralized location for all client-related information.
One-Click Filtering for Groups and Statuses
- Use intuitive buttons and icons to filter contacts based on their status or group memberships, streamlining your workflow and enhancing data organization.
Agent Permissions: Customized Access Control for Better Data Security
- Our CRM allows you to manage up to 20 Agent Permissions, providing granular control over what each agent can see and do. With these customizable permissions, you can restrict agents to view only their assigned contacts, preventing access to information outside their scope. Additionally, you can control their ability to perform critical actions such as deleting records, exporting data, or making specific changes, ensuring that sensitive data is protected.This level of flexibility ensures that your team members have the appropriate access based on their roles while maintaining the security and integrity of your data. Whether you need to limit visibility, editing, or data export capabilities, the Agent Permissions feature helps you tailor access to fit your business requirements perfectly.
This Full-Fledged CRM System provides all the features you need to manage customer relationships efficiently while saving time and boosting productivity. Whether you’re communicating with clients, managing contact lists, or organizing follow-ups, the system offers a powerful, integrated solution for your business needs .
These uses maximize the capabilities of your integrated marketing system, driving engagement and boosting sales while saving time on manual tasks.
Affiliate System: Streamline Your Referral Program with Automated Features
The Affiliate System allows you to manage your referral program with ease and precision. With just one click, you can convert a contact to an affiliate, track the referral affiliate, or view an affiliate’s downline, ensuring seamless management of your affiliate relationships. The system also supports automatic commission settings, allowing you to configure two levels of commissions based on referrals, providing flexibility in your compensation structure.
Additionally, the Affiliate Portal offers a dedicated space for affiliates to manage referrals, communicate with your team, and access important information, empowering them to drive growth for your business. This comprehensive system makes it easy to expand your network and reward affiliates for their contributions effectively.
Business Lead Finder: Effortlessly Acquire Targeted Leads and Affiliates
The Business Lead Finder is a unique and powerful system designed to help you acquire affiliates and clients with ease. It allows you to access targeted, industry-specific leads, enabling you to focus your outreach on the most relevant prospects. The system also features merged scripts that can be customized for each target audience, enhancing the effectiveness of your communications.
With the ability to filter leads based on industry and other criteria, the Business Lead Finder streamlines the process of expanding your network and growing your business. It’s an essential tool for those looking ton boost their affiliate programs and attract new clients with minimal effort.
Virtual Assistant Companion: Empower Your Team with Seamless Remote Operations
This system provides VAs with the tools they need to engage clients and prospects effectively, while ensuring that sensitive information remains protected. The Virtual Assistant Companion streamlines remote operations, allowing your team to stay productive and connected, regardless of location.
Template Manager: Effortless Document and Email Customization
The Template Manager offers a powerful and comprehensive solution for managing templates, allowing you to easily organize them into categories for quick access. Create and utilize templates that can merge fields from Contacts, Agents, and Company information, making it simple to personalize documents and emails.
Whether you need to print customized forms, contracts, or letters, or send tailored emails, the Template Manager provides a seamless process. With its user-friendly interface, you can quickly select, edit, and use templates, ensuring that your communications are efficient, consistent, and professional.
Contact Chart: Get an Instant Overview of Your Client Base
The Contact Chart feature provides a clear and immediate snapshot of your client data, allowing you to see the status of your contacts at a glance. Instantly view the number of active clients, clients requiring follow-up, potential leads, and inactive clients. This visual representation helps you quickly assess your business’s health and prioritize tasks, ensuring that no opportunity is overlooked.
With the Contact Chart, you can easily track the progress of your outreach efforts, monitor client engagement, and optimize follow-up strategies—all from a single, intuitive dashboard.
Task Manager: See pending tasks classified by type and importance
The Task Manager is connected to the Super Calendar and let you go to a Contact with one click. Take control of your schedule with our fully integrated Super Calendar and Task Manager System.
Whether it’s tasks, meetings, calls, or payment reminders, you can organize and automate everything in one place. Unlike other software, our Task Manager is a comprehensive, all-in-one system designed to handle the full scope of your business operations with ease.
Instant Messenger: Effortless Communication Across the Globe
The Instant Messenger feature enables seamless communication with agents worldwide, making collaboration easier than ever. Chat in real-time with team members, share updates, and discuss client matters, regardless of location. The integrated messaging system keeps your conversations organized within the CRM, ensuring that all communication is accessible and centralized. \
Whether you need to coordinate with a remote agent, provide quick feedback, or discuss urgent matters, the Instant Messenger empowers you to stay connected and productive without leaving the platform.
Shortcuts System: Access Important URLs with One Click
The Shortcuts System allows you to streamline your workflow by programming up to 8 custom URLs that you can access instantly with a single click. Whether you need quick access to frequently used websites, important client resources, or internal tools, the Shortcuts System puts them at your fingertips.
Save time navigating between platforms by creating direct links to key resources, ensuring that you can quickly pull up the information you need without leaving the CRM environment. It’s an efficient way to keep your most-used web destinations just a click away, enhancing productivity and reducing downtime.
My Links Manager: Unlimited Access to Your Essential Web Resources
The My Links Manager goes beyond the Shortcuts System by offering unlimited URL management capabilities. It allows you to store and organize as many web links as you need, all accessible within your CRM. Effortlessly manage important resources, frequently visited websites, client portals, or internal tools with no restrictions on the number of links you can add.
With the My Links Manager, you can customize your workflow by categorizing and prioritizing your links, ensuring that essential web resources are always just a click away. It’s a powerful tool for staying organized, improving productivity, and keeping all your online destinations within easy reach.
Integrated E-Mail System: Manage All Your Emails Seamlessly
The Integrated E-Mail System allows you to send and receive emails directly within the CRM, streamlining your communication process. Manage multiple email accounts from one place, ensuring all your correspondence is easily accessible and organized. While double authorization accounts are not compatible, the system supports various standard email accounts for a flexible and user-friendly experience.
With features like centralized email management, easy access to client correspondence, and seamless integration with other CRM tools, you can handle all your email tasks efficiently without switching between platforms. Stay connected with clients, track conversations, and respond to important messages—all from within the CRM.
Integrated AI System: Leverage the Power of ChatGPT
The Integrated AI System brings the capabilities of the latest ChatGPT version directly into your CRM, enhancing productivity and automating tasks like never before. With this powerful AI tool, you can generate personalized content, craft responses, and analyze data effortlessly. The system supports a variety of tasks, including drafting emails, creating documents, and providing insights based on customer interactions.
By integrating ChatGPT, the AI system offers intelligent assistance that adapts to your business needs, helping you to communicate more effectively and make data-driven decisions with ease. Enjoy the convenience of having cutting-edge AI capabilities right at your fingertips to optimize workflows and boost efficiency.
Marketing Campaigns: Effortlessly Engage Your Audience and Grow Your Business
Our Marketing Campaign System is designed to elevate your marketing efforts with ease and precision. Seamlessly manage and optimize your campaigns across multiple platforms from a single, user-friendly dashboard. With customizable templates, automated workflows, and targeted outreach capabilities, our tool empowers you to create impactful campaigns that drive engagement and conversions. Whether you’re a small business or a large enterprise, this tool is your all-in-one solution for marketing success.
Marketing Campaigns Uses
1. Schedule Newsletters
Automate the sending ofregular newsletters to your customers, keeping them informed about company updates, new products, or industry news.
3. Follow-Up Reminders
Set up automated reminders for sales teams to follow up with leads who have shown interest in specific products or services. This ensures timely communication and increases conversion rates.
5. Event Promotion
Promote upcoming events such as webinars, workshops, or product launches through targeted email campaigns. Include RSVP links and automated follow-ups for attendees.
7. Feedback Collection
Send automated requests for customer feedback after a sale or service, helping you gather valuable insights and improve customer satisfaction.
9. Lead Nurturing
Use the system to guide prospects through the buyer’s journey with relevant content, helping them move from awareness to consideration and decision stages.
2. Drip Email Campaigns
Create a series of automated emails that get sent to prospects based on specific triggers, such as signing up for a newsletter or downloading a resource. This keeps leads engaged without manual intervention.
4. Re-engagement Campaigns
Target inactive customers with personalized offers, discounts, or content to encourage them to return and make a purchase.
6. Social Media Integration
Schedule social media posts directly from
the CRM, allowing you to run coordinated marketing campaigns across
multiple platforms (e.g., Facebook, Twitter, LinkedIn).
8. Cross-Selling and Upselling Campaigns
Identify customers who may benefit from additional products or upgrades and send them tailored recommendations.
10. Abandoned Cart Reminders
For e-commerce businesses, set up automated emails reminding customers of items left in their cart, encouraging them to complete their purchase.
Virtual Funnels: Automate and Optimize Your Marketing Campaigns
The Virtual Funnels feature offers unlimited possibilities for automating your marketing strategies. It allows you to trigger different Marketing Campaigns based on the specific links or buttons that contacts click within your emails. This capability not only identifies the contact who clicked but also personalizes their journey based on their actions, ensuring more targeted and effective marketing efforts.
Additionally, Virtual Funnels can track and quantify clicks across various platforms, including Facebook, Instagram, and other social media, giving you valuable insights into customer engagement. With the ability to monitor interactions and customize responses accordingly, Virtual Funnels help you optimize your marketing performance and drive conversions effortlessly.
Workflow Manager: Automate Complex Processes with Ease
The Workflow Manager is a powerful automation tool that allows you to streamline your business processes with sophisticated workflows. It can trigger a variety of actions, including Emails, Marketing Campaigns, SMS messages, Tasks, Notes, and Webhooks, based on numerous conditions and criteria. This flexibility ensures that your workflows are tailored to meet specific business needs, enhancing efficiency and response times.
The system also supports advanced functionalities such as concatenating workflows, clearing existing workflows, setting groups, and applying multiple conditions for even greater customization. With the Workflow Manager, you can automate complex processes effortlessly, ensuring that tasks are completed on time and marketing efforts are targeted effectively.
SMS System: Seamless Communication Through Text Messaging
The SMS System enables you to send and receive SMS messages directly from within the CRM, providing a convenient and efficient way to reach your contacts. Integrated with Twilio, the system ensures that you only pay for what you use, with no additional fees from us. This cost-effective approach makes managing your SMS communication simple and budget-friendly.
With just one click, you can send personalized SMS messages to a single contact or broadcast to multiple contacts at once, allowing you to tailor your outreach for maximum impact. Whether for follow-ups, notifications, or marketing campaigns, the SMS System helps you stay connected and responsive with ease.
Invoice System: Streamlined Invoicing for Products and Services
The Invoice System is a robust and full-featured solution for managing your billing needs. It allows you to easily create and email invoices to clients directly from within the CRM, making the invoicing process simple and efficient. The system is versatile, supporting invoices for both products and services, and can be customized to reflect your business’s specific requirements.
With intuitive features and seamless integration, the Invoice System ensures that billing is accurate and professional, helping you maintain a clear record of transactions while improving the payment experience for your clients.
Charge Clients: Flexible Payment Options for Seamless Transactions
The Charge Clients feature offers a variety of payment options to meet your billing needs. It supports integration with Chargebee.com, Pabbly.com, and Authorize.net, allowing you to manage both one-time and recurring payments effortlessly. This flexibility ensures that you can accommodate different billing models and provide a convenient payment experience for your clients.
Additionally, the system supports payments through Digital Checks, giving your customers more ways to settle their invoices. Whether you’re charging for products, services, or subscription-based offerings, the Charge Clients feature streamlines the payment process and ensures secure, efficient transactions.
Zapier Compatibility: Connect with Thousands of Applications Effortlessly
Our CRM is fully Zapier compatible, allowing you to seamlessly integrate with thousands of applications to automate tasks, streamline workflows, and enhance productivity. This powerful compatibility enables you to connect your CRM with tools for marketing, communication, project management, and more—helping you create a truly interconnected business ecosystem.
Additionally, our CRM offers a unique feature called “Be Happier with Zapier™,” a dedicated area where you can easily retrigger Zapier actions. This functionality can be a real game-changer, allowing you to correct missed triggers or re-execute important actions with just a few clicks, making sure your automated workflows run smoothly and reliably.
API Connectivity: Seamlessly Integrate and Automate with Other Software
Our CRM offers robust API connectivity, allowing you to interact with other software effortlessly. This feature enables you to create and update records remotely, ensuring that your data remains synchronized across different platforms. With the ability to integrate with various external applications, you can automate tasks, exchange information, and streamline your workflows to suit your business needs.
The API connectivity empowers developers and users to build custom integrations, making it easy to connect the CRM with your existing tech stack, enhance functionality, and optimize your processes for greater efficiency.
Fax Sending: Convenient One-Click Faxing to Multiple Contacts
The CRM includes a versatile Fax Sending feature, enabling you to send faxes to one or multiple contacts with a single click. This functionality supports integration with popular fax services such as RingFax, eFax, MetroFax, Fax, HelloFax, HumbleFax, Nextiva vFAX, and MyFax, providing a seamless and flexible solution for your faxing needs.
Whether you’re sending documents to clients, partners, or vendors, the system simplifies the process, ensuring that your faxes are delivered efficiently. The compatibility with multiple services means you can choose the provider that best fits your workflow while maintaining easy access and management within the CRM.