Marketing

From drip campaigns to promotions to template creation to cards, you have all the tools you need to turn leads into customers.
  Feature Groups

Automated Drip Campaigns

Set it and forget it! Design and schedule call, mail, and email campaigns that help you stay top-of-mind with your customers.
Instant Demo Access

Mail Merge Campaigns

Personalize your marketing materials in a flash with mail merge functionality.

Email Campaigns

Send thank you emails to customers after jobs, then send regular reminder emails until their next cleaning is on your schedule.

Call Campaigns

Generate contact lists with a few clicks, making it easy to complete calls for appointment reminders, quality assurance, marketing, and more.

Export Campaigns

Create export campaigns using any number of different filters, that can then be handed off to external mail merge applications, email service providers, local mail houses, and more.

Accounts by Lead Source

Analyze which lead sources are referring the greatest number of customers to you with our customizable marketing reports.

Invoices by Lead Source

Be sure you're spending wisely! The invoices by lead source reports enable you to clearly see the revenue each marketing campaign has brought in, so you can make informed budget decisions.

Automated Direct Mail

Put your direct mail on autopilot. Automatically send a series of high-quality reminder cards to your customers over a period of 24 months following their cleaning.

Custom Filters

Build campaigns by filtering your accounts using any number of various constraints. Target prospects, customers serviced in the last year, customers in a specific city, and much more.

Referral Tracking

Discover which of your customers are your best salesmen! See a list of all referrals from any account with one click, enabling you to gauge the value of each client.
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