Create Follow Up Timelines
Have the dates you need to remember for how you run your business sent to your e-mail.
Client Info Organization
Track every tidbit you want to remember about your clients.
Have key client events such as birthdays, anniversaries, and important dates sent to your e-mail or your assistant’s.
To Do Lists
Educator and party plan expert, Deb Bixler shares how to qualify leads at trade shows and vendor events. You will learn how to bring home leads that actually want to do business with you and may even call you first!!
Track your client’s purchases, overall month to date sales, and year to date sales.
Track upcoming events in your business and have the reminders sent to your e-mail.
We pride ourselves on providing AWESOME support. Through video tutorials you can find instant answers to your questions but, if you can’t figure something out? We can help just email support.
Search the info you know about your clients & use that info to customize emails and promos.
Easy To Use
Tabs within the system make it easy to navigate and user friendly.
Collect & Send Emails
Build Email Templates, Send & Collect Emails our system is paired up with MailChimp to provide you awesome service.
We ensure the safety of your information as well as every client’s information through the use of our system
Always Adding More!
We LOVE to improve our customer experience and are constantly adding more new features.