• Database Management—manages client profiles, consumer profiles and staff
  • Scheduled Marketing—email, SMS, push notifications and fax
  • Project management
  • Sales automation—tracks client and consumer account history for repeated sales or future sales,
    generates contracts and sends follow up reminders
  • Coordinates sales schedule and marketing
  • Compares client information in the database and finds duplicates
  • Calendar of Events
  • QuickBooks integrated
  • Social Media integrated