Manage email campaigns with a rich-text editor. Edit content, subject lines, and recipient lists. Schedule and send campaigns. Track campaign performance and subscriber engagement. View analytics and manage lists directly from the .
Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.
Manage contacts and investor profiles in real-time with editing and viewing capabilities. Log activities and access recent investor data. Search and filter contacts for efficient management.
Create digital cards by selecting templates and adding personal data like name, profession, email, and relevant details. Share cards via email, social media, or messaging apps. Edit design elements and customize appearance.
Manage by assigning individuals to companies and viewing both and people on the same screen. Sort people at a in any order. Send text or email to all at a specific or in a specific group with one click.
Schedule with multiple stylists, booths, and stations. Set automated reminders via SMS, iMessage, WhatsApp, Telegram, or email. Create online booking pages with portfolios and contact info. Generate sales reports and track statistics.
Manage leads, track deals, and oversee projects using visual pipelines. Access contact info and email conversations from Google Workspace. Log activities, set reminders, and collaborate with team members directly within the .
Convert photos to PDF pages by selecting up to 20 images from the gallery or iCloud. Choose from 40 standard page sizes or add a custom size. Rearrange and crop photos within a customizable layout. Export the final layout as a PDF for printing.
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Manage contacts from address books, emails, and calendars. Merge data with database for unified relationship management. Track prospecting, qualifying, and meeting activities. Log follow-ups and project progress.