The way most of us communicate with customers has evolved. We're trying to reach more people in less time, and using a variety of mediums from emailing to talking on the phone or messaging via SMS. All inbound and outbound communications and conversations with your clients and prospects are tracked and displayed in a single point-and-click interface. Create cross-channel marketing campaigns by sending SMS, Emails, Messenger, telephone calls, voicemail drops, and website chat-to-text messaging.

Our custom sales pipelines are a visual representation of all your opportunities and make it easier than ever to create, edit, and manage them. Sales Pipelines will allow you to see the entire process from opportunity creation through sale closing in one easy-to-use place with both an overview dashboard as well as individual pipeline views that connect directly into CRM for advanced sequences based on customizable criteria such as assigned user and lead sequences.

Customizable marketing sequences perform automated follow up contact to all of your prospects using SMS, emails, voicemail drops, phone, and Messenger. Set customized automations based on intereactions and message response, capture new customers, remarket existing customers and prospects, improve marketing efficiency, and analyze lead behavior and campaign performance.

The calendar booking engine is a powerful tool for managing the appointments of your team members. It can schedule reminders, automatically reschedule missed meetings and send out cancellations to everyone involved in an event. With intelligent automation sequences you'll be able to boost productivity by creating workflows that will help remind people about new events or when there are no longer any relevant upcoming engagements on their calendars.

Easily track your existing customer and new lead contact information and all conversations through an integrated CRM that is also a connector to all platform business management and marketing automation tools for acquiring, developing and retaining customers.

Inbuilt forms are a powerful tool for collecting information. Customizable standalone or embedded forms can map collected data to system fields and provide notifications whenever someone fills out the form, allowing you to easily access and analyze all responses in one centralized location.

Generate custom real-time reports and drill down through your contact data using a simple point-and-click interface. Track conversations, lead contact information and opportunity pipeline status all in one spot. The at a glance dashboard features a color-coded pipeline visualization which displays lead stage status and conversion statistics and can be adjusted to produce reports for any date range.

Manage new and existing memberships, settings, invoices, payments, and donations via customizable membership module. Developed to handle both fixed and variable memberships, the system offers multiple categories with customizable descriptions and pricing. It also comes with an external portal that non-members can use to request membership as well as make payments or change payment methods.

Designed to give your customers access to services and useful information they need. Our customer portal is a secure and convenient gateway for members and non-members to access their account, request membership, make payments and change payment methods. This portal also provides your company an opportunity for more targeted engagement with existing customers in order to strengthen your business relationships.

The needs of an Economic Development Organization can be diverse and intense. Our proposal builder can enable you to efficiently create proposals in response to development RFPs utilizing collaboration communications and your integrated commercial real estate database where you can build your proprietary library of fully customizable templates. Then add charts, infographics, photos, and screenshots to bring your proposal to life!