MarketingPilot CRM - Email Features

MarketingPilot CRM - Integrated Email

MarketingPilot provides integrated email features to help you work more quickly and efficiently:

Send email from MarketingPilot using your existing email account (Outlook, Groupwise, etc.).
Automatically send a copy of every email to your existing email box.
MarketingPilot automatically logs all email messages.
Send hyperlinks to items in MarketingPilot in the body of emails so that users can get quick access to items.
Use CC, BCC and other standard email options.
Send messages in text, html or SMS format (cell phones).

Send files stored in MarketingPilot as email attachments.
Automatically send email alerts to users when critical events occur.
Create email templates that users can use again and again to save time when sending standard messages to clients, staff, vendors, etc.
System-wide search enables you to search for emails using a variety of filter/search options.

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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