Forget spreadsheets and business cards. It’s time to stop losing leads from the web or referrals! Success starts with developing an accurate and up-to-date database of all your contacts. Centralize your leads and drive more sales by keeping track of the tasks you need to complete for each client. Never misplace a contact again!
Optimizing your sales pipeline and funnel is an art, requiring just the right touchpoints at just the right time. Our centralized dashboard gives you an overview of your opportunities, performance, and progression so you can see the play-by-play and call the shots.
Scheduling and keeping on top of email campaigns shouldn’t be a hassle. Organize each conversation with small or large groups of contacts, optimizing promotions, notifications, product updates, and more. Be sure you’re sending the right message to the right contact.
Your to-do-list is already full. With One-Plan connect, you can propel your business to the next level by automating the entire process. Schedule routine tasks, emails, and follow-ups so you can concentrate on the good stuff!