CPA, Loans, & Small Business Product Manager
CPA's, Loans, Small Business
Automated Prospecting & Lead Generation
Multiple Lead Vendors and Sources
SMS/MMS Compliant (Never get shut down)
Built in Loan Processing
Website and Funnel Templates
Referral and Affiliate Programs
Content Management
Save Time, Save Money, Peace of Mind +++
SMS Opt-In (Digital Business Card with Automatic SMS opt-ins!)
Personalized SMS/MMS (New)
Personalized Certificates (New)
Eternal Newsletter (New) - Never write a newsletter ever again!
Eternal Voice Technology - Send personalized audio messages!
Omni-Conversational Screen (ONE OF A KIND!!!)
Contacts Email and SMS Drips
Templates
Newsletters
Web/Funnel Builder
Social Media Dashboard (post directly from CRM to all social)
Automations
Email/SMS Campaigns
eCommerce
PayPal/Stripe Integration ... SO Much More
One month of one-on-one training (7 total sessions) & Support Included (4 tickets per month and/or 1 hour)
Custom Help & Training Modules
Always willing and able to jump on Zoom during business hours
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