CRM Features:

Here is a partial list of features…

  1. Intuitive User Interface
  2. Over 30 Video Tutorials
  3. Integrated Shopping Cart
  4. Integrated Membership Management System
  5. Integrated Loyalty / Rewards Program
  6. Sophisticated Search Functionality
  7. Unlimited Sub Users
  8. Subuser Access Permission Control
  9. Custom Sub User Information Display Screens
  10. Unlimited Custom Data Fields
  11. Integrated Shopping Cart
  12. Custom Forms with Marketing Automation Triggers
  13. Email Marketing
  14. Email Campaigns
  15. SMS Text Message Marketing
  16. SMS Text Message Campaigns
  17. Email Click Triggers – email automation
  18. Email Delivery Analytics
  19. Email History
  20. SMS Message History
  21. Reminder Notices
  22. Searchable Custom Comments
  23. Bulk Data Management Tool
  24. Automated Data Backup
  25. Easy Spreadsheet Import and Export
  26. File Storage System – upload files
  27. Reporting Tool
  28. Web Reports
  29. Record Image Gallery

Basic Orientation and System Overview