Customized Data Tracking & Communications
A comprehensive and highly scalable CRM and database management system designed to manage contacts and critical data, track leads and communications history, send bulk email and text messages, automate marketing and more.
Contact & Data Management
Create, customize and manage a database built to suit the needs of your organization. In one consolidated location you can track information associated with clients, employees, families, students, leads, companies, projects and more. Our highly customizable system allows you to structure the database around your current and future data tracking needs. Adding members is easy, simply bulk import an existing list, manually add records or use a website signup form. Customize directory display fields and filters to quickly and easily access data, keeping all of your critical information right at your fingertips.
Bulk Email/Text Messaging
Our integrated communications platform allows you to create and send bulk emails and text messages. Use our drag-and-drop email builder to design compelling, customized messages that capture the attention of your audience. Connect with your entire database, or develop target campaigns for specific groups. Personalize messages with merge tags to feed database content. With access to valuable reporting and analytics on all of your communications, you can make smarter decisions about your online communications.
Automated Marketing Communications
Set it and forget it. Use CRM+ to automate communications. Design emails from the ground up using our email builder tools, or select from one of several available templates. Distribution can based upon a pre-determined schedule or dynamic, date-driven triggers defined by criteria that you set. From sending timely follow ups to capture leads coming through your website, to friendly well-wishes on birthdays and anniversaries, email automation can support your ability to successfully manage day to day follow up tasks.
Personalized Letters & Labels
Say goodbye to the trial and error of mail merges and batch printing form letters and labels. Create your message by selecting an existing letterhead or template, or start with a blank slate and design something brand new message. Add dynamic merge tags to seamlessly pull relevant information - names, titles, addresses, and more - directly from our integrated CRM. Generate your materials online, then print offline. Your mailing will be in recipients' hands in no time.
Secure Large File Sharing
We offer a convenient two-way file sharing and storage system that allows you to transmit information. This easy-to-use tool allows you to share and receive large files. Organize folder and subfolder content, and restrict access to individual members or entire permission groups. Create a front-end portal to access content, or simply send a download link via email. Stay connected with automated notifications, designed to alert you to upload activity.