Advanced Features

Virtually any customer information, activity or history can be captured, tracked, organized, and securely accessed by appropriate work groups. 

 Advanced Features include:

• Capture website visitor registration data directly to Your Contacts
• Create targeted lists for email campaigns and import directly to SmartLink, our Email Management iTool
• Capture customer interactions with your email campaigns including the frequency and links clicked
• View contracts, reports and other documents within your customer records
• Organize and track relationship activity over time
• Search and create reports based on any combination of customer criteria 
• Integration with other software tools including billing and enterprise solutions
• Provide secure, 24 x 7 access only to the client data that team members need