Contacts

• Automatically stores a record of all Activities you've had with a Contact.
• Instantly pull up a Contact's information from any screen.
• No limit to the amount of information you can store about your Contacts.

Relationship Builder

• Build a simple Plan for your leads and customers to make sure no one slips through the cracks.
• Automatically schedule Emails to be sent or any other type of Activity to be created.
• Contacts automatically progress through your Plans as each Step is completed.

Phone

• Use the Phone Assistant to quickly and easily update contact info, take notes, schedule followups, and send emails all from a single screen.
• Take the pressure and unknowns about calling away with the built in and customizable phone scripts.

Email

• Send and receive Emails from any of your Email addresses.
• Send Emails to Groups of Contacts and include a personalized message to each
• Stores an Email history as part of each Contact's information.

Tasks

• Make a list of all your tasks and check them off as you complete them.
• View a record of all your pending and completed Tasks.
• Assign and sort your tasks by priority.

Calendar

• Create Appointments and re-arrange your schedule with a simple drag and drop Calendar.
• Create and view your Appointments and Phone Appointments on the same Calendar.
• Work with and review your Calendar by day, week or month.

Home

• Plan your whole day's Activities from one screen.
• View recent Emails, upcoming Tasks, Calls and Appointments.
• Quickly jump to any other area of your application.

Lead Capture

• Build professional looking Lead Capture Pages from scratch with no experience necessary.
• Create Web forms to copy and paste onto any of your existing web pages.
• Automatically follow up with leads generated by your web pages and forms.