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MarketingPilot CRM
Contract Management

MarketingPilot’s contract management functions seamlessly integrate back-office financial functionality into your front office. Take advantage of electronic filing and renewal reminders. Never lose a contract again. MarketingPilot provides integrated contract management functions to make it easy to track and manage contracts with vendors and clients:

  • Central contract management functions save time - find contracts quickly using search functions.
  • Integrated document management functions enable users to attach contract files; use version control; online mark up, route contracts for online approval and review.
  • Contracts are linked to the Vendors and Clients they are related to to make them easy to access.
  • Email alerts notify users when renewals should be processed.
  • Track status, term, terms, renewal dates, and more.
  • Annotate contract records with notes.
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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