Some of our other valuable features
Monitor Clients Easily
See the progress of your clients
Create a QR code right inside the platform and then link it to the page you want people to visit.
Easy way to connect with people when you are out and about, send them to your own linktree type page on your site or a particular offer.
See the progress of your clients
View at a glance to see where each of your clients are at in their your with you on your course or product / service delivery.
You manually move them from one step / phase to the next or setup automations to take care of it based on the clients activities.
Monitor Clients Easily
See the progress of your clients
View at a glance to see where each of your clients are at in their your with you on your course or product / service delivery.
You manually move them from one step / phase to the next
or setup automations to take care of it based on the clients activities.
See the progress of your clients
View at a glance to see where each of your clients are at in their your with you on your course or product / service delivery.
You manually move them from one step / phase to the next or setup automations to take care of it based on the clients activities.
Effortlessly Create Great Client Experiences
The possibilities are limitless
A great experience starts from the first contact, begin with adding notes to your CRM about each client, create tasks against the client during the conversations with so they can't get missed, automate reminders of these and many others. Created engagement automations that keep you free to talk through and solve problems.
Natalie Anderson
Kinesiologist
"I am so grateful a friend a friend referred Sales Eddy to me. I am now able to have a clean desk and able to do client visits because there is no little bits of paper that can get lost, everything here is in my CRM. Thank you Zara for the referral."
Never Ever 'Drop the Ball' again
Record Action Items on the go
It's too easy to forget what a client told you they were going to do, or what you were going to do for them. So never let it happen again, jump into the app or desktop version of your CRM and create a task for them or yourself.
In your CRM you can track documents sent to and from your clients from within the platform, as well as agreements signed and their appointments.
Record Action Items on the go
It's too easy to forget what a client told you they were going to do, or what you were going to do for them. So never let it happen again, jump into the app or desktop version of your CRM and create a task for them or yourself.
In your CRM you can track documents sent to and from your clients from within the platform, as well as agreements signed and their appointments.
Measure and Magnify your Marketing
Create and manage your marketing campaigns
Use the drag and drop Email builder to create beautiful, easy to read Emails. Then schedule them to let prospects and customers know what is happening or there is a new offering. Share a survey or form to get feedback or have them update their details.
Create a sequence of pages that takes your prospect through the steps of buying your offering. Take payments through Stripe or Paypal, or your preferred secure payment system in just a few clicks on your website, in person, Email or SMS.
Create and manage your marketing campaigns
Use the drag and drop Email builder to create beautiful, easy to read Emails. Then schedule them to let prospects and customers know what is happening or there is a new offering. Share a survey or form to get feedback or have them update their details.
Create a sequence of pages that takes your prospect through the steps of buying your offering. Take payments through Stripe or Paypal, or your preferred secure payment system in just a few clicks on your website, in person, Email or SMS.
Polish the Gold in Your Business
Engaging and Building Powerful Relationships
Take things beyond basic Customer Management. Record notes that add value to the knowledge about your client. Keep everything about them, for them, related to them in one place, your powerful CRM.
Use tags and their activity to help you identify which messages will be sent and actions your automations will carry out.
Keep in touch with your clients in ways they want, giving them the help they want, and pay for by gently guiding them to this.
Easily Integrates With Leading Apps
Explore a better way to grow your business
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