fbpx

Marketing

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.

Accounts by Lead Source​

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

Automated Direct Mail (FillMySchedule)

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.

More Marketing Features

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.

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.

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.