Segment . Follow-up . Win

Identify and sort your key relationships into different Lists & Segments. Set follow-up reminders, send newsletters and create marketing automation

Always look at the right set of customers

Lists

Are static groups of contacts. Whether you’re managing your hot leads or customers with ongoing deals, you can categorize them into different Lists and set a follow-up reminder to prioritize communications.

Automatic Segmentation

Set a group of conditions and filters, therefore, contacts who match those conditions will automatically be added to the segment, and contacts who no longer match your filters will be deleted from it. That means it’ll remain up to date in real-time.

Follow-up Reminders

Regular Contact

Stay engaged with every part of your network by setting follow-up reminders for different Lists and Segments. When the reminder hits zero, you’ll see the contacts within that Segment or List displayed on your ‘Tasks’ page. After you’ve communicated with those contacts, the reminder will reset and start over.

Email Notifications & Alerts

Receive a daily reminding email of your tasks, get alerted when a Deal passes its expected closure date. Also you can set a reminder to when an invoice hasn’t been fully paid for more than 30 days.

Follow-up Automation

Email Sequence

Set a sequence of tailored and customized Newsletters to be sent in bulk to your Lists or Segments.

Automated Business Process

Set up your best practice follow-up automation. Create a sequence of actions, whether it’s assigning a task, sending emails, add score and tags you can customize it the way that fits your business needs.

Email Templates

Send email to your contact from inside your CRM, Save your time with our follow-up email templates, customize each template to fit your relationships and brand needs and you’re ready to go.