Features
Powerful Cusomer Relationship Mangement :
Flexible Calendaring and Events.
Automatic Address Book.
Insightly Notes, Evernotes.
Lightning Fast Search.
Custom Fields and Filters.
File Sharing.
Web to Contact.
Tags, Notification, and Following.
Linking (Direct Relationships Between Contacts, Organizations, Opportunities, Projects).
Mass Email Contacts with MailChimp Integration .
Integrated Project Managment :
Create Milestones, Pipelines and Tasks for Projects.
Get Automatic Email Reminders.
Specify Roles for Contacts.
Track All Email Correspondence.
View Completed Tasks and Events by Project.
Include Any Files Associated with the Project.
View Task and Event Reports.
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Features
Create interactions:
loud seamlessly tracks it all and creates a holistic view so you can gain better understanding and use it to create deeper relationships.
Keep it together:
Create tasks and check them off.
See your meetings every day on your calender.
Email Marketing:
Send schedule an email blast.
Over a 100 email templates.
Create groups to give you flexibility on when and who.
Intelligent relationship analytics engine,
captures and examines all your interaction data.
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