Address Book

• Contact management
• Contact search and custom views
• Contact import/export wizard
• Communication tracking
• Sales Process tracking
• Email notes and documents to contact file

Calendar

• Personal and shared calendar management
• Day, week, month and agenda view
• Event notifications
• GSuite or Office 365 calendar integration

Resource Library

• File and folder management
• File sharing and permission management
• Internal team and client file sharing
• Download statistics

Marketing

• Basic campaign and target list management
• Custom campaign types
• Dashboard for campaign and budget statistics
• Lead generation tracking
• Third party marketing tool integration*

Sales & CRM

• Custom Sales Process
• Multiple Sales Process management
• Dashboard for sales and CRM analytics and reporting
• Third party order and invoice integration*

Productivity & My Dashboard

• To-Do and activity management and tracking
• Custom client lists and tags
• Group activity logging
• Email signature and personal templates
• GSuite or Office 365 account and email integration

Team Communication

• Company front page with mission, vision and value statement
• Good News forum(s) with team notification system
• Custom RSS feed display for top client news, industry news, etc.
• Further Dashboard customizations (social media feed, videos, etc.)

Client Engagement eWindow

• Two-way multimedia communication
• File sharing
• Client profile photo and email notification management
• Access logs

Meetings/Video Conference

• Meeting archive management
• Company calendar events view
• Zoom.us integration for video conference capability**

Learning Center/HR

• Basic internal course management
• Course registration and grading
• Skills and awards/certification tracking
• Team directory
• Help centre and company resources

Programs

• Program management (public and in-house)
• Program search and custom views
• Program scheduling, integrated with company calendar
• Participant rosters and waitlist
• Custom product and programs
• Custom program locations
• Program reminders
• Class email list

Participants

• Participant registration history
• Contract/enrolment form printing
• Registration confirmation email template
• Supervisor association
• Registration history report

Guests and Makeups

• Guest registration history
• Short-term make-up registration
• Guest-to-contact conversion
• Guest and make-up session attendance
• Registration confirmation email template

Attendance & Awards

• Participant, guest, make-up, coaching assistant and trainer attendance
• Award assignment by session
• Class graduation
• Award recognition printing
• Name tag and diploma name export
• iOS attendance app***

Alternate Revenue

• Alternate revenue management
• Custom revenue items (E.g. workshops, etc.)
• License fee reporting option

Program Analytics

• Enrolments & sales by representative or product
• Upcoming program status
• Program schedule
• VOC and NPS scores
• and more!

Reporting

• Registration & remittance reports
• Collections and cash control sheets
• Outstanding balance reports
• Class folders and graduation rosters
• Coach recognition and instructor certification reports
• and more!