Automate the sending of email reminders to clients and streamline on-boarding steps.  The powerful workflow engine saves staff time and the practice money.

Target and segment your data.  Create email marketing campaigns, run events and manage newsletters subscriptions.  Manage opt-ins/opt-outs and interests.

CRM connects to Microsoft Outlook.  Archive email to/from Contacts in CRM, sync your calendar & contacts list.  Have visibility of CRM data inside your Outlook.

Over 20 standard, editable, reports including a powerful report builder.  Identify missing data & gaps.  Build marketing lists and sales plans.

Help Staff cut-through the noise & focus on whats important using the CRM dashboards.  Create to-do lists, keep in touch reminders or build KPI dashboards.

Send SMS messages to remind clients of an upcoming meeting or HMRC payment due.  Mass SMS client in a particular segment.  Pick template, click, send.

Never let a sales opportunity slip through the cracks.  Manage prospects & referrers in CRM.  Create quotes & proposals and convert them to Invoices.

Quickly & easily select a group of businesses or contacts and send personalised emails.  No more wasting time sending one email at a time.

The mobile app sync’s your CRM contacts, meetings, sales opportunities & tasks.  Scan business cards using the scanning app.  Record voice notes & store in CRM.

Manage Subject Access Requests, Anonymise Personal Data, Keep a Breach Register, Implement Compliance Workflows.

Track referrals in/out.  Quickly identify who has been referred and the total business won/lost.  Keep in touch with primary referrers.

On-boarding steps help to ensure all data is captured and processed in a timely manner.  Create new clients in Practice Management.