Essentials


Automated Lead Transfer

We provide automated lead transfer from your website to your account in our system. We also provide automated lead transfer from your current lead sources to your account in our system.

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Master Calendar

Say goodbye to manual calendar entry. We automatically post leads, events, scheduled payments, staff schedulings, room schedulings and tasks to the calendar for you. 

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Custom Proposals

Impress your leads and win new business with our elegant proposals. Quickly customize templates and share them with your leads and clients.

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Custom Contracts with Online Signatures

No more endless Word or PDF emails back and forth. Quickly customize a beautiful contract for your client and invite him/her to review and sign with a few clicks.

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Online Payments

Quickly schedule and track all payments. Your clients can make online payments with a few easy clicks.

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Room Scheduling

Schedule one or multiple rooms for your events by location. Track room utilization and revenue.

Event Based CRM

Yes, you read that right. Total Event Based Architecture. Schedule and manage all of your lead tasks. Log and review all contact history. Advance leads through your sales pipeline. Manage and track sales rep performance to targets.

Dashboards and Reports

We provide many Dashboards and Reports which give you up to the minute detail on all of the critical components of your business.