Our customizable automations fit your business workflow. Set up reusable automation templates to be used with the click of a button. Need to change something? Don't worry - you can override anything you need to meet the needs of your client.
Automatically follow-up with leads by using automated email reminders. Trigger your emails based on sales stage, automation status, or based on pipeline dates.
Set up marketing campaigns to bolster your sales and upsell packages all with the click of a button.
Walk your client through their event with ease. They will receive reminders at the day and time you've set, letting them know what they need to do next. Learn More
Sometimes it's challenging to get paid. Set up automatic payment reminders with Releventful to remind your client to pay and to let them know when they're all paid up.
Automatically remind clients to choose their songs.
With iTunes song integration, having your client choose songs has never been more fun. Clients can drag their song selections to reorder them and click the play button to listen.
Don't have the song they want? Your client can suggest a song and we'll even send you the iTunes song info automatically!
Client questionnaires are an important part of the business-to-client conversation. We simplify this for you through the creation of form questionnaires. They're fully customizable and super easy to set up.
What about reminders? We'll automatically email the client to make sure they fill it out for you.