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Contact Dashboard

Easily capture and store all communications with your contacts—including notes, calls, meetings, tasks, files, photos, sales opportunities PLUS all email communication - all in one simple dashboard!

Reminders & Alerts

Stay on top of all sorts of activity as it happens in your business with Task Alerts, Meeting Reminders, Email Read Receipts, Sales Opportunity Alerts, Contact Activity / Inactivity Alerts and much more.  Get insights into your business like never before.


Sales & Marketing Tools

Put your sales pipeline on autopilot and automatically assign tasks to follow up with prospects at exactly the right time.  Schedule automated emails to stay top of mind during the sales process.  Easily create engaging newsletters & email campaigns.


Social Media Profiles

Add/update a contact and instantly search more than 100 sources to update social profile information and photos - using their email address.   See where your contacts hangout online, their interests, their influence and what they’re saying.

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  • Stay on top of your Business with Dashboards
  • A 360 ° view of your Contacts - from one screen!
  • Seamless Integration of CRM & Email Marketing Software
  • Quickly access contacts on mobile devices.
  • Track Meetings, Tasks & Birthdays with the Team Calendar
  • Track more Prospects & Turn More Opportunities into Sales..
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