Small businesses

Small businesses

Let each customer know you are truly interested in them, by keeping notes on personal information which they have shared. What problem are they trying to solve, and what steps are you taking to help them eliminate the problem? Who is the key contact in your office for...
Construction

Construction

Define the building process and then track each phase of construction. Keep contact information at your fingertips. Keep track of customer communications, quotes, and invoices. Be able to instantly give your contractors the pertinent information to follow through the...
Real Estate

Real Estate

Real Estate Real estate agents are constantly on the go. Log in from anywhere to get key information on your clients, such as contact info, preferences on what they are looking for in a property, and any agreements in place. Knowing which properties a customer has...
Credit repair

Credit repair

At a glance, see where their major debt originates, and what steps have been completed to repair their credit. Share information with the customer and the team working with them. Identify and track processes which have most successfully worked for different bad credit...
Nonprofit/Fundraising

Nonprofit/Fundraising

Import contact data from multiple sources to generate a donor database. Export for mass emails. Identify groups of contacts by geographic location, or philanthropic interests. Make sure you are contacting prospects interested in a specific cause. Track their giving...