New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024
BusinessETouchCRM with Screen Shots
1. Take your business to the next
level with BusinessETouchCRM
Only $29.95 a month
10 Day Free Trial
The #1 selling point of this site is that it is
VERY EASY TO USE!!
2. The Contact page allows for everything you could want.
This section is easily customizable to meet your exact needs.
You can also add appointments, notes and send emails from this page.
Notice that the Notes are date and time stamped.
4. We give you 100 mb of storage
to save documents to your contact file.
Our system is also compatible with online documents storage companies so you can
save the embedded code to your contacts file.
5. The appointment setter allows for you to block out how long the meeting is for.
You can schedule appointments to repeat automatically.
Reminders will send a Text Message, Email and Pop up to you and the contact.
And you can color code your appointments for easy identification.
7. Advanced Search Capabilities
• Search for any criteria that is saved in your Contact
Manager.
• You can even do a search within a search.
• Send an Email or print letters to any search group.
8. Email Marketing is Easy with BusinessETouchCRM
The Merge feature will insert any information
you want into your letters and Emails.
9. Create Professional Looking Emails
We allow you access to the HTML window so you have unlimited capabilities.
And the word processor is so easy to use anyone can create
sharp Emails as well. Of course we provide free training.
10. Our News Letter Template
makes it easy to create News Letters
11. For our customers that are Insurance Agents we have dozens of insurance related letters
to help you create you Email Campaigns. We also have professionally written Insurance
and Real Estate News Letter Articles that can insert into your News Letters in seconds.
12. We are SPAM compliant
• We automatically put your address and an
opt out button at the bottom of emails sent
to groups.
13. Drip Emails
Pre schedule saved Email to be sent at a later date
to individual contacts or entire groups.
14. Email Campaigns
Our Email Campaign program allows you to save multiple
Emails with predetermined time periods and then assign
them to individual contacts or groups.
15. Automatically Import Internet Leads
Our CRM program allows you to import any information
you want from any Lead Company that Emails you Leads.
BusinessETouchCRM will allow you to import any information you want.
16. Easily Import Leads
You can also upload large numbers of Leads
at one time from an Excel spread sheet.
17. Our CRM allows you to create a form to place
on your web site that will capture any information you want.
That information will then be imported into your Contact Manager
and an Email is sent to you informing you that you have a new lead.
18. Auto Responder
• The Auto Responder will automatically send an Email or start an Email
Campaign to new contacts when they are imported into your system with an
Email or from your Web Site Form.
19. We have a Library of Business Ecards. Put your Picture or Logo on every card,
Save your Ecards to be sent over and over again. The merge and sort assures
you send a personal card every time. Create a Birthday card and schedule it to
be repeated every year and for about it.
20. Text customers from your computer. Every Text is saved so you always have a
record of all your communications with each client and prospect.
No Limit on the number of Text messages sent.
22. Calendar
Day View
Appointments can be color coded so you know exactly what the appointment is for with just a
glance. Click on an appointment to open that contacts information.
23. Secure Site
• HIPPA Compliant
• SSL Certificate
• Encrypted Secure Site
• Sensitive information like Social Security Numbers can
have an extra layer of Encryption, so you can be sure
your clients information is secure.