People

1. Create unlimited People Groups
   

2. Track Birthdays & Anniversaries
   

3. Include Spouse/Other on Mail option
   

4. Address use choice for Mail
   

5. Track lead Source
   

6. Copy Source on email to referral
   

7. Track other important numbers (ex. number of activities done for person)
   

8. Track Company info
   

9. Relate any person to any Activity, Property, Note, Attachment,
   People Group, Project or Transaction
   

10. Track Mail history
    

11. Find on any part of a phone number
    

12. Print person data report
    

13. Print people more/less reports
    

14. Do Not Call (DNC) - create your own and/or import the national DNC list
    

15. Do Not Email (DNE) - flag email address with DNE and email will not send
    

Properties

1. Create unlimited Property Groups
   

2. Edit property field names
   

3. Store direct link to individual agent property reports (if your MLS allows)
   

4. Store direct link to individual property tax assessor pages
   

5. Include Showing Instructions on property reports
   

6. Relate any property to any Activity, Person, Note, Attachment,
   Property Group or Transaction
   

7. Print property data report
   

8. Print property more/less reports
   

Activities

1. Date stamp activity details (includes user name)
   

2. Categorize by activity types, sub types and list type
   

3. Prioritize activities
   

4. Relate any Activity to any People, Property, Transaction or Project
   

5. View Activities by To-Do List, Today, Week or Month
   

6. View Activities in Calendar (categorized as Event)
   

7. Print your to-do list
   

Attachments

1. Attachments can be any web site or document
   

2. Relate any Attachment to any People, Property, Project or Transaction
   

Calendar

1. View your Calendar in Day, Week, Month and Year views
   

2. Jump directly to today with the Today button
   

3. Text color options for Calendar (users have different colors)
   

Mail

1. Produce Postal and Email mailings
   

2. Add People and People Groups to mailing with single click
   

3. Include header and footer graphics to postal mail
   

4. Add personalized text to individual People
   

5. Omits duplicate records from Mailing groups
   

6. Add personalized text to referral source copy-forward
   

7. Create/store Mail Templates
   

8. Print mail for: letter (8.5 x 11), envelope (#10), thank you cards (6 x 9), TYN envelopes (6 x 9), Avery 1'' labels and Dymo shipping labels
   

Notes

1. Search on any part of any Note
   

2. Add endless notes to any People, Property, Transaction or Project
   

Projects

1. Projects allows you to describe an intended successful outcome and
   list the Activities to achieve it
   

2. Assign each Activity to individual Users (Multi User version)
   

3. Add Notes and Attachments to each Project
   

Transactions

1. Transactions real-time income overviews & auto calculating fields
   

2. Print transaction reports or create password-protected PDF
   

3. Track important dates, vendors, activities, attachments (digital document management), disbursements and notes
   

4. Set date and vendor preferences
   

5. Export transaction data to Excel for further analysis
   

Action Templates

1. Action Templates allow you to create repeatable marketing and/or transaction action plans
   

2. Assign action template items to individual users (Multi User version)
   

Campaign Execution

1. Campaign Execution allows filtering by date, type or description for campaign items that are scheduled to be sent on any given date
   

Preferences

1. Enter text to appear under your name on letters and email
   

2. Set the top margin for printed letters
   

3. Insert graphics for printed letters & envelopes
   

4. Choose to print a return address on envelopes or not
   

5. Store URL preferences for MLS and Tax page links
   

6. Set Properties field name defaults for new Properties
   

7. Set up default Dates and preferred Vendors for new Transactions
   

8. Store Do Not Call and Do Not Email preferences
   

9. Manage REST w/U synchronization
   

10. Manage Users access level and passwords (Multi User version)
    

11. Set record sharing preferences
    

12. Allow team member to-do list sharing
    

Multi User

1. Up to 250 simultaneous Users
   

2. Owner, Manager, Coordinator and Agent access levels
   

3. Runs on standard wired or wireless networks
   

4. Set up wide-area-network without using internet browser software
   

5. Allows users in Multi User to navigate as if in Single User
   

System Wide

1. 276 editable fields
   

2. 115 data layout views
   

3. Find anything, anywhere
   

4. View in list or detail
   

5. Sort by column in list view
   

6. Tool tips
   

7. Keyboard shortcuts
   

8. Record sharing (Multi User version)
   

9. Print to PDF
   

10. Auto-generating drop-down menus
    

11. Export your data from any area (.csv, Excel, etc.)
    

12. Page-thru records or go to first/last
    

13. Record number indicated
    

14. Found set indicated
    

15. Total records indicated
    

16. Sorted status indicated
    

17. Seamlessly move from area to area through fully relational database system
    

18. Set home view preference