CONTACT MANAGEMENT
CONTACT MANAGEMENT
Organized Contact Profiles
Say goodbye to scattered notes, spreadsheets and disorganized contact lists. MySuites provides you with in-depth contact profiles where you can meticulously track your interactions and notes about each contact, ensuring you're always up-to-date and well-prepared.
Your lead system will funnel all of your leads and your contacts right into the platform allowing you to have everything you need to turn each interaction into income!
In your Contact Profiles you can -
Find all of their contact info
Keep notes on them
See all of their activity on your websites, funnels, blogs, and more
See all of their appointments
Find any tasks for you and your team that involve them
See every answer to every form or survey they have ever filled out for you
Add them to an automation or see what automations they are currently in
Give them access to a community or a course
See all of their invoices
See all of your communication with them {Texts, Calls, Voicemails, Emails, Chat Messages, & DMs}
Send them an Email, Text, DM, or call them
Access their documents allowing you to save any files you may have for that contact. For example: contracts, receipts, images, packets, portfolios, and more!
REPLACES:
• All other software and tracking sheets you are using to keep track of both your personal and professional contacts
Contact Profile Tagging System
You have so many groups of contacts to keep track of in your business and nowhere to put them all, let alone organize them.
Groups of leads - referrals, vendor events, networking contacts..
Your prospective clients or members
Your team members/staff
Your team's prospects
Your active clients or members
Vendors
Donors/Contributors
Event Attendance/RSVPs
just to name a few!
With your Suite you will be able to effortlessly organize and group your contacts with our intuitive tagging system. Categorize your contacts, making it easier than ever to target specific groups with tailored messages and marketing strategies. You can also put contacts into "Smart Lists" that you use for communication or for referencing.
Form Repository
Your website can be equipped with advanced forms that
we have set up for you to strategically gather the information you need on each prospect or new contact. You will then be able to access all the information from every question your contact has ever answered, conveniently in their contact profile. No more searching through countless folders and spreadsheets – your Suite keeps it all in one place!
REPLACES:
• All other form/survey builders, event registration, and signup tools. Prevents you from needing to keep track of multiple spreadsheets and manual lists! These will no longer be necessary, as all of your contact's information can be stored in their contact profile in your Suite. Your Contact area of your Suite can also transform into a custom spreadsheet view for you in just a few clicks!
