Click the link below for a brief overview of some of the powerful automations, content, and organizational tools that Prospects CRM offers.
Learn about the built-in library of professionally written Email Templates and Virtual Cards for every occasion that will save you tons of time when planning your next marketing campaign.
Also, learn about Action Plans that will keep you organized and on track with your clients and delivering a consistent, professional experience. Think of them as marketing plans and task lists, rolled into one. Prospects CRM offers ready-to-use action plans for every sales stage. You can easily customize them to reflect your own best practices by adjusting the sequencing of events, adding or removing tasks, and modifying content.