Administrative Tasks
Empowers businesses to operate more efficiently, save time and resources, and focus on strategic priorities that drive success.
Email & Text Marketing
Social Media Planner
Client & Customer Management
Administrative Tasks
Calendars & Scheduling
Chase down deliverables
Remind clients to complete taks
Remind staff members to complete tasks
Add leads to the database
Update lead information
Automatically add leads to email campaigns
Reminders about daily, weekly, monthly tasks
Automatically assign tasks to staff
Capable?
Retrieve missing client deliverables without the frustration
No more wasting time chasing down documents. Request that clients upload necessary documents directly to the system. Our intelligent technology keeps track of these requests and sends automated reminders to clients until the items are successfully uploaded. No more chasing down documents or dealing with the anxiety of missing information.
Alert staff of next steps
Say goodbye to being constantly having to micro-manage staff…and hello to working efficiently. The app keeps track of completed tasks and will tell your team members what they need to do next, so you don’t have to keep reminding them. This frees up time and resources that used to be wasted. Everyone will be on the same page and know exactly what needs to be done. Plus, our system is easy to use, so when new team members join, they can quickly learn what to do without needing a lot of training. You can easily grow your team without worrying about them taking a long time to learn. Experience the power of automation and see how it can make your team more productive and successful.
Generate custom invoices directly from the app
Imagine never being tied down to your laptop just to get paid! With our amazing app, you can create personalized invoices right from your phone or tablet. No more waiting until you’re back at your computer to send invoices and get paid. Now, you can generate invoices on the go, wherever you have internet access.
Streamline lead management
With just a few clicks, leads are automatically added to your CRM, ensuring no valuable contact slips through the cracks. But that’s not all – our system takes it a step further by segmenting leads into specific email marketing campaigns or drip campaigns. This means that each lead receives tailored messages based on their interests and needs, maximizing your chances of converting them into loyal customers.