Overview

   Ease of Use

   Personalized Database

   Data Capture
       -   Web Forms
       -   Manual Entry
       -   Kiosk /Touch Screen
       -   Data Upload
       -   System Integration

  Communication Tools
      -    CRM
      -    Automatation
      -    Emails & Letters
      -    Broadcast Emails
      -    Video Emails
      -    Direct Mail

  Reporting
      -    Account Histories
      -    Data Downloads
      -    Demo. Reports
      -    Auto-Send Reporting
      -    Email Tracking

Communication Tools - CRM

Not only does UFollowUp allow you to capture your prospect and customer data, but it also serves as a very easy way to track them as they move through your designated sales cycle.  And, as people move through the sales cycle, a personalized series of communications is automatically launched based upon where they are.  UFollowUp makes it easy to update the sales “Status” of your prospects which then launches the “Schedule” of Action Items that allows for personalized communications.  This series of reminders is done through our Dashboard – the daily ‘one-stop-shop’ that lets your users know what actions need to be done for specific clients.

Highlights of CRM Capabilities Include:

• “Contact Relationship Management” (CRM) enables UFollowUp to be a daily tool for sales people/management
  
• Provides action items for Emails, Phone Calls, Printed letters and more – each Status will have its own unique set of action items
  
• Can easily create new, custom action items for each prospect
  
• Printed letters can also be easily customized and then you print out on your letterhead
  
• Total prospect management system that will become the daily communications hub for all users
  
• Very easy to use and modify

The Dashboard that lets you know what actions need to be performed.

Learn more about our communication tools.
      -    CRM
      -    Automatation
      -    Emails & Letters
      -    Broadcast Emails
      -    Video Emails
      -    Direct Mail