Web Based CRM
Web Based CRM -Small Business CRM  
 
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Small Business CRM

Automatic Responder Email Marketing System CRM - MortgagePro CRM

Marketing Pieces

  • Create and store various types of Marketing Pieces
  • Marketing Piece Types include e-mail, fax, direct mail, voice broadcast, scripts/phone calls, and tasks
  • Automatically send personalized marketing pieces to a contact or to a group of contacts

Marketing Campaigns

  • Easily build multi-step, multi-media campaigns, auto-responders, funnels, and sequences with unlimited Marketing Pieces and total control over when each piece gets automatically delivered
  • Add and remove contacts to Marketing Campaigns manually or automatically
  • Automatically send out Marketing Campaigns to contacts or contact groups

Web Forms

  • Easily create web forms to post on any web site
  • Link Web Forms to Action Sequences to automatically add the submitter to group(s), campaign(s), auto-assign the lead, and much more

Marketing Reporting

  • View reports on the effectiveness of a particular Marketing Piece
  • View reports on the effectiveness of a particular Marketing Campaign
  • Track responses from Marketing Campaigns--know what Marketing Piece a contact responded to
  • Marketing Dashboard and Success Report—see what pieces are scheduled to go out, which have gone, track results, and more
  • View e-mail blast deliverability, open-rates and click-through rates
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