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Action Oriented Dashboard
Easily see who you should connect with to nourish your relationships and meet your goals.
- Set goals for how often you want to connect with people in your network.
- Remember important events before it's too late to celebrate your relationships.
- Keep track of tasks to make sure you're nurturing your network.
Schedule and send email campaigns to your network from your own email address.
- Use beautiful, custom designs for a professional look and feel in your email communications.
- Automatically keep track of emails back and forth with your clients and leads in Circles.
- Avoid being marked as spam by using your own email for your campaigns.
See a list of important events coming up in the lives of your network.
- Set custom reminders to make sure you have plenty of time to get a gift.
- Remember to be thoughtful when your clients move to a new home or get a new job.
See where your clients and leads live to better plan your visits and trips.
- Efficiently plan your visits based on where your clients and leads live.
- Use pins or hotspot mapping to view your Connections' information straight from the map.
See a record of how you've connedcted with each of your Connections to pick up where you left off.
- Simply BCC firstname.lastname@example.org to record the email automatically when you send it.
- Automatically update your progress toward your contact goals when you record your communications.
- Never forget what you've already talked about and where you've left off.