MarketingPilot CRM

Calendars

MarketingPilot has a powerful integrated marketing calendar with great features:

Powerful filtering options enable you to customize the marketing calendar so that it displays only the information you want to see.
View activities by day, week or month.
Display activities, tasks, approvals, campaigns, jobs, programs; or any combination of them
Click on any entry to drill down to its details.
Create new jobs, campaigns, programs, tasks, and activities directly from the calendar.
Display marketing calendars using your fiscal year, or the Julian calendar.
Display your personal items.
View the calendars of other users.
Create meetings and events.
Update team calendars or the system calendar with vacations, holidays and other staff meetings.

CRM Features
MarketingPilot CRM features are included in all editions of MarketingPilot AMS and MarketingPilot.

- Alerts
- Analytics
- Approvals
- Calendars
- Case Management

- Client Management
- Client Portal
- Contract Management
- Document Management
- Editions

- E-mail
- Estimates
- Events & Registration
- Financial Management
- Lead Management

- Marketing
- Opportunity Management
- Reports
- Scheduling
- Social CRM
- Territory Management

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