Contact and Email Manager

• easy access anywhere
• complete contact manager
• contact importing and exporting
• paperless file sharing with clients
• integrate with API
• email and mobile lead alerts
• full email stats
• pre-written professional articles
• contact mail merge

• avoid spam blockers
• automated drip emails
• flexible scheduling
• track lead sources
• record activity
• automated recurring tasks
• itemized contact history
• capture leads anywhere
• no software to download or install

• lead capture and follow up
• leads and activity all in one place
• lead activity charts and graphs
• easy drag-and-drop form creation
• professional templates
• company logo and full branding
• automate using groups or tags
• fully customized activity plans
• schedule tasks and appointments

For brokers who need separate accounts for each agent on their team, our Broker option adds the
lead distribution and team management tools listed below. With this version, you can create a user account*
for each member of your team, providing them access to their own set of leads and email marketing tools.

• account for each agent*
• assign and distribute contacts
• measure agent performance
• automatically assign leads

• choose who get more leads
• round robin lead distribution
• weighted lead distribution
• assign new leads through Outlook

• email marketing for each agent
• activity plans for each agent
• distribute leads in bulk
• complete control over all leads

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*Pricing for each additional user varies, and is dependent on total number of users on your account.
Please contact our sales department for pricing for your office size.