Increase your profitability and eliminate struggle. Start building your database today.
Every business needs a database.
Having a database is critical to the growth of your company. Businesses without databases tend to struggle.
- Create a database specific to the unique needs of your business.
- Customize the database and create Custom Forms to collect the data you need.
- Store documents you send to and receive from clients and prospects.
- Track emails sent to and received from clients and prospect.
- Send yourself Reminders to contact clients and prospects in the future, or
- Remind your clients and prospects that they need to take an action.
- Score clients and prospects based on Lead Scoring metrics you develop.
- Use “LogicGates” and Custom Forms to create a unique interactive experience.
- Trigger changes in Lead Scores based on “ClickTrigger” events.
At the top of the Management Dashboard you will notice a blue navigation bar that has several options. You can click on the [Home] tab from any screen in the system to return to the Management Dashboard. There are two separate Quick Search fields, one each for [Search by Name] and [Search by Comments] to allow you to find someone quickly if the search is simple.
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