Features:

  • Marketing search allows three levels of search to display and market to very specific prospect/clients groups.
  • Unlimited prospect/clients records with one touch/click phone call, email, and web site
  • Each prospect/client can have unlimited policies
  • Each policy can have unlimited transactions
  • Create direct response web pages that will update your database automatically with prospect/client participation
  • iPhone access from anywhere
  • Create newsletters and blogs about market news on the fly and blast them to your clients via marketing lists
  • To Do List/Calendarfor any prospect/client with unlimited entries
  • Contacts unlimited with one touch/click phone call, email, and web site link
  • Contacts can be categorized for grouping type
  • Calls can be made with one touch/click throughout via iPhone or Skype
  • Each policy can have unlimited photo images and each image will be displayed in its original size
  • Email flyers with complete photo gallery to one or many prospect/clients on the fly
  • Invoices automatically post and update to accounting if desired
  • Market with custom prospect/client lists and send flyers, letters or blog style forms
  • Multi user access
  • Additional Users can have restricted or full access
  • Create your own invoices and Contact categories
  • All transactions are stored for later reference instant access
  • Always running SSL (secure socket layer) 24/7 with 2 additional layers of security
  • Never any dropped connections or time outs