CRM Software Automation Is Here!

My Client Dashboard CRM Lexington, KY
My Client Dashboard CRM Lexington, KY
My Client Dashboard CRM Lexington, KY

“My Client Dashboard” Is The Only CRM System You’ll Ever Need

Customer Relationship Management (CRM)

Your clients are the lifeblood of your business. Having a way to manage your clients information like name, address, phone number, email address, and more, is critical to knowing who your clients are, how they found out about your business and being able to communicate with them.

A Customer Relationship Management (CRM) System is there to help you with the following:

  1. Marketing Automation – this allows you to automate specific tasks like emails so they go at a particular time so you can build client relationships in an easy, effective, and timely fashion.
  2. Sales Automation – this will track all contact and follow-up with prospects and clients so you and your team don’t duplicate efforts and you know where you are in the sales process.
  3. List Management – this allows you to know and track exactly where your leads are coming from, how much they are spending with you, how frequently they are buying from you and much more.

Designed With Your Business In Mind

In today’s competitive and ever-changing marketplace, it’s harder and harder to maintain the client relationships that are so crucial to your bottom line.

For that reason you need an all-inclusive Customer Relationship Management (CRM) software system. Your CRM system has to allow you to listen to the voice of your customer – and in turn to help you develop and maintain winning strategies to improve your customers’ overall experiences with your business and your brand.

Our proprietary CRM system, known as My Client Dashboard, offers a complete package for integration with your business. No matter what industry your business is in – tech, retail, manufacturing, or you’re a coach, consultant or online business owner – this system will work for you.

My Client Dashboard is well-organized, easy to understand and use, not overly technical and provides excellent customer support when you need it.

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Autopilot Marketing

Implementing consistent communication in your business will keep your brand top-of-mind with your prospects and clients alike. Including email blasts, and social media elements into your day-to-day business operations is another way to stay in front of your clients. Your business will remain front and center to buyers in your market with our CRM’s autopilot marketing features.

Simple monthly newsletters and email autoresponders are another proven method to increase your brand’s awareness. Our CRM system will help you create timely newsletters you can send to your clients and prospects on a regular basis, just set it and forget it. If you feel like you don’t have time to put this information and content together, we’ll simply customize a package for your business and send the newsletters for you every month so you don’t have to even think about it. You stay top-of-mind…we do the work!

Our comprehensive CRM system’s goal is to engage clients and to build start-to-finish client experiences that delight them and build long-term loyalty for you.

My Client Dashboard CRM Lexington, KY

The Main Dashboard

As soon as you log-in you’ll be able to effortlessly navigate from screen to screen without needing a degree in computer science.

Client Contact Details

See all of your client’s information on a single screen. Contact information, notes, to-do’s, appointments, and more. No more searching from screen to screen, looking for that one piece of information you need.
My Client Dashboard CRM Lexington, KY
My Client Dashboard CRM Lexington, KY

Easy Contact Filtering

In one or 2 clicks you can easily filter your database, send a group a letter or email, print the list, create mailing labels, edit something in their contact records, assign a to-do, set autoresponders, and more.

Beautiful Landing Pages

Make your own Landing Pages to capture contact info from your website visitors. Start with a beautiful template, then customize the wording, decide which data fields to capture, and then publish it on the web.  It’s that easy.  And there is no need to spend money on other expensive pages to set up your landing pages. You can make them right here, easily and simply.
My Client Dashboard CRM Lexington, KY
My Client Dashboard CRM Lexington, KY

Built In Calendar

Keep track of your appointments in our easy-to-use integrated calendar. See daily, weekly and monthly views, drag and drop appointments, and even see and view your contacts from within the calendar.

Intelligent Links

Don’t just put ordinary links in your emails – make your links intelligent! With Intelligent Links you can see who is clicking on what links. Then the system will automatically update their contact record, stop and start autoresponders, and notify you via email.
My Client Dashboard CRM Lexington, KY
My Client Dashboard CRM Lexington, KY

Autoresponder

The CRM will respond to your new leads quickly and automatically. They fill out a form and seconds later they get your email response, newsletter or FREE REPORT.

To-Do Plans

Sometimes you have a series of to-do’s you want to schedule for a client. Like when they buy your product, you want to call them and thank them on Day 1, have your assistant or shipping center send them a box of chocolates on Day 3, send them a “how-to” email on day 14, and then call them again on Day 45.  Set it and forget it!
My Client Dashboard CRM Lexington, KY

And so much more...

Pick the plan that’s right for you…

Monthly Subscription

$99

/month

Includes:

  • Up to 20,000 Subscribers
  • 50,000 Emails Per Month
  • Additional unlimited emails can be purchased at $.0009 per email
  • Entirely Web-Based Software
  • Unlimited team members (3 or more team members are an additional $10 per month per user)
  • Easy to Learn Tutorials
  • Complete Contact Management
  • Calendar Integration
  • Landing Pages
  • Free Recorded Message System
  • Text To Join
  • Manage, Track and Follow Up Features
  • Auto-Pilot Design
  • Client Referral Tree
  • AutoResponders and Email Drip Campaigns
  • Offline Marketing Campaigns
  • Easy Import and Export
  • List Segmentation
  • And Much More!

30 Day Risk Free Money Back Guarantee For Any Reason.

Annual Subscription (2 months free)

$990

/year

Includes:

  • Up to 20,000 Subscribers
  • 50,000 Emails Per Month
  • Additional unlimited emails can be purchased at $.0009 per email
  • Entirely Web-Based Software
  • Unlimited team members (3 or more team members are an additional $10 per month per user)
  • Easy to Learn Tutorials
  • Complete Contact Management
  • Calendar Integration
  • Landing Pages
  • Free Recorded Message System
  • Text To Join
  • Manage, Track and Follow Up Features
  • Auto-Pilot Design
  • Client Referral Tree
  • AutoResponders and Email Drip Campaigns
  • Offline Marketing Campaigns
  • Easy Import and Export
  • List Segmentation
  • And Much More!

30 Day Risk Free Money Back Guarantee For Any Reason.

Call us when you’re ready to talk!

Whether your business needs a simple website for online visibility, or a state of the art e-commerce website that is built for a global operation, we’ve got you covered.   We can handle every part of designing your new website, hosting your website and driving quality traffic to your website so you can get new customers. You can be as involved in the process as you’d like, or we’ll do it all for you and you can take a completely hands off approach. You’ll be surprised how easy, affordable, and profitable our services can be.