Features

Marketing Automation

Features

Marketing Automation

Create, customize, personalize, and send mass e-mail campaigns quickly and efficiently.

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Marketing Automation
CRM E-mail Templates

E-mail Templates

Create an unlimited number of templates that can be easily accessed from a drodown menu within the e-mail message.

Personalize mass e-mail messages with the use of placeholders that populate information from within each record.

Marketing Campaigns

Use the Campaigns module to organize and plan campaigns.

Easily sift through lists to populate campaign groups with members from any module.

Use filters to generate groups of campaign members, then add them all at once using the 'Select All' option.

Add or remove members of a campaign at any time.

Marketing Campaigns
Mass E-mail

Mass E-mail

Draft one message to send to multiple recipients, with the ability to personalize each message.

Create e-mail templates containing placeholders to personalize each message sent.

Send mass e-mail messages to all records in your database, or a select group using the campaign feature.

Email Opt-out

Send e-mail with an 'unsubscribe' link that allows each recipient to opt out of receiving further e-mail messages.

Provide an unsubscribe link that will redirect users to the subscription page.

Easily track all opt-out requests. Each time a recipient unsubscribes, it will be registered within Elastic E-mail.

Give recipients additional options including partial opt-outs, conditional opt-outs, and list choices. This will allow users to opt out of receiving unwanted e-mail messages from you, while still subscribing to receive all important e-mail messages.

Email Opt-out
Auto-Responders

Auto-Responders

Set auto-response messages that are triggered based on set custom conditions.

Send a confirmation or "Thank you" e-mail response after a potential customer expresses interest or signs up for one of your services.

Send automated birthday or anniversary messages based on stored recipient information.

Create or choose from additional custom triggers and determine when the auto-responder is to be sent.

Drip Campaigns

Schedule e-mail messages to go out automatically, based on timelines or user actions.

Use drip campaigns to increase revenue by providing relevant information for customers based on their needs, scheduling follow-up messages and rewards to keep customers engaged, and introducing other new and upcoming products and services.

Use drip campaigns for nurturing leads, welcoming new customers, providing onboarding information, abandoned shopping carts, providing product recommendations, renewal reminders, unsubscribes, and more.

Segment recipients based on demographics, past purchases, and any e-mail opened by them in the past.

CRM Drip Campaigns
E-mail Delivery Tracking

E-mail Delivery Tracking

Track the overall activity statistics of each e-mail sent through Elastic E-mail.

View timestamps and details of when an e-mail message was sent, opened, received, etc. for each recipient.

View statuses of each e-mail sent, including 'Ready to Send', 'Waiting to Retry', 'Sent', 'Opened', 'Clicked', 'Unsubscribed', 'Bounced' 'Suppressed', and 'Complaint'.

If an e-mail message is not successfully sent, refer to the log to assess the reason so that corrections can be made.

Functionality

Other Features

Sales Force Automation Feature

Sales Force Automation

Keep your sales team focused and moving through the sales cycle with our built-in sales automation feature set.

  • Leads, Contacts, Accounts, Opportunities
  • Automatic Call Logging
  • 2-way Mail Sync
  • Calendar Sync
  • Custom Workflows
Customer Service Feature

Customer Service

Don't lose another customer from service requests that slip through the cracks with our suite of custom support tools.

  • Case & Ticket Management
  • Solutions
  • Knowledge Base
  • Service Reports
  • Client Portal
Marketing Automation Feature

Marketing Automation

Keep your company growing with our tight-knit marketing automation feature set.

  • Drip Campaigns
  • Marketing Campaigns
  • Campaign to Opportunity
  • Mass Email
  • Auto-Responders
  • Email Templates
  • Email Delivery Tracking
Analytics Feature

Analytics

Understand your data and the progress of your team with our reports and analytics tools.

  • Standard & Custom Reports
  • Recurring Reports
  • Share Reports
  • Export Reports
  • Copy and Paste Reports
  • Grouped Reports
Inventory Management Feature

Inventory Management

Keep your products and inventory organized and in sync with quickbooks.

  • Product Management
  • Price Books
  • Sales Quotes
  • Sales Orders
  • Invoices
  • Quickbooks Sync
Document Management Feature

Document Management

Centralize your company documents and files, organize and link them to individual customers or leads.

  • Multiple File Uploader
  • Attach Documents
  • E-mail Unlimitted Attachments
  • File Versions
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