in1touchSMB CRM
You need to promote and represent your Business
in creative and compelling ways
in creative and compelling ways
in1touchSMB Features
Client Management
- Clients online portal
- Create, update and search client profiles anytime, anywhere
- Complete control of data visibility by staff
- Generate custom labels
- Allow clients to view, print and pay invoices at any time
- Auto generate invoices and email invoice reminders
- Setup auto emails, notify clients of important news, promotions etc.
- Locate and analyze data via Google Maps
Event Management
Automate Event Management with in1touch
- Manage any event from a simple luncheon to a complex trade show
- Configure custom pricing and setup rules
- Show locations on Google Maps
- Customize the look and feel for each event
- Automatically post events to your website
- Post events to a Google calendar, Twitter, Blog or Facebook
- Easily search, view, print and pay registrations
- Create and print badges, labels, lists, etc
- Send email notifications and auto reminders to registrants
Email Communication
Easily Communicate with in1touch
- Send out personalized emails and mail merge
- Load prospect lists, send marketing materials
- Create templates with WYSIWYG Editor
- Upload all file types and send as links
- Set up scheduled emails
- Send emails by groups or categories
- Copy email templates and create new ones
- Receive and analyze delivery and opening rates
Sell Products Online
Association or the Members can sell with in1touch
- Make a custom page for each item with the WYSIWYG Editor
- Add images and documents to each item
- Setup prices and rules for the items (e.g. member or guest prices)
- Make items public or private to any specific group
- Use the in1touch shopping cart interface
Online Payments
Secure financial transactions with in1touch
- in1touch operates on a PCI Certified Network and as a PCI Compliant Platform
- Secure online payment processing is integrated into the platform for anytime, anywhere use
- Easily connect the platform to your payment gateway
- Information passes between the payer and the payment processor, no middle man
- Control and offer early bird discounts or promotional coupons
Career and Job Boards
Offer Valuable Services through in1touch
- Post careers for your business or run a job board online
- Use the WYSIWYG Editor and make posts appealing
- Post job openings in just one click
Advertising, Sales and Management
Open a targeted niche to advertisers and generate new revenue for your organization
- Allow members to create, post, and purchase custom website advertising
- Manage and display rate cards in multiple categories
- Control ad insertion and cut-off dates
- Track related invoicing and accounts
Surveys, Voting and Elections
Open a targeted niche and generate new information or revenue for your organization
- Easily create simple or complex surveys
- Pose an unlimited number of questions, or just a few
- Organize and segment questions into pages
- Setup rules between questions and answers
- Ask questions based on answers
- Ask Candidates and Licensees to upload files and photos when wanted
- Each survey becomes a new template
- Make a survey public or private to all members, or a specific group
- Export results into Excel
Document Management
Share your Documents with Members and Public
- Maintain your own library of documents, images, videos etc.
- Create categories and folders
- Make documents public or private to all members, or a specific group
- Organize your documents into folders
- Search documents by keywords or description
- Let members upload and update documents if needed
Social Media
Encourage involvement, facilitate interaction, help build strong communities
- Integrate to most social media channels with a single sign-on
- Post your events and other news directly into Twitter, Facebook, Google and Blogs
- Create and manage groups and listservs
- Allow members to customize and communicate with each other via message boards and wall postings
Accounting Integration
Automate and extend your accounting processes
- Manage billings, payments, and refunds for all financial transactions recorded in the system.
- Account for multiple transactions on a single invoice; or single payments to multiple invoices;
- Extensive search and granular control on access to search for all items
- Integration with all leading accounting packages
Content Management System (CMS)
Full-featured Content Management System to manage your Websites and Member Portals
- Load, Edit and Manage content
- Setup public and private content
- Multiple websites
- Pages, Tags, Banners, Image Gallery, News feeds, Events, Forums, Chat