Features and Functionality That Works
Email Marketing Automation (Includes Manual Options)
Schedule automatic email campaigns or send them manually.
Email Marketing Automation (Includes Manual Options)
Schedule automatic email campaigns or send them manually.
Social Media Sharing
Share content and capture leads from LinkedIn, Facebook and X (formerly named Twitter).
Social Media Sharing
Share content and capture leads from LinkedIn, Facebook and X (formerly named Twitter).
16 Digital Marketing Modules
e-Referrals, e-Storyboards, e-Cards, e-Checklists, e-Videos, Newsletters, Postcards, HTML Builder, and more.
16 Digital Marketing Modules
e-Referrals, e-Storyboards, e-Cards, e-Checklists, e-Videos, Newsletters, Postcards, HTML Builder, and more.
Lead Generation Content
Content that is relevant and backed by science to generate raise-your-hand responses. A library of pre-built, compliance-approved email communication messages is ready at your fingertips.
Lead Generation Content
Content that is relevant and backed by science to generate raise-your-hand responses. A library of pre-built, compliance-approved email communication messages is ready at your fingertips.
Compliance Approved Content
Content libraries populated with approved content for easy sending.
Compliance Approved Content
Content libraries populated with approved content for easy sending.
Seamless Integrations
Easy integrations with Redtail, Gmail, Salesforce, SmartOffice, Yahoo, Office365, and others.
Seamless Integrations
Easy integrations with Redtail, Gmail, Salesforce, SmartOffice, Yahoo, Office365, and others.
Contact Imports
Auto sync and manual options. Easily build your adEnhanced History Tracking and Reporting (KPIs)dressbook from contacts you already have with one click of a button.
Contact Imports
Auto sync and manual options. Easily build your adEnhanced History Tracking and Reporting (KPIs)dressbook from contacts you already have with one click of a button.
Enhanced History Tracking and Reporting (KPIs)
Track your email and social media campaign's key performance indicators for top leads.
Enhanced History Tracking and Reporting (KPIs)
Track your email and social media campaign's key performance indicators for top leads.
CRM Lite
Contact Relationship Management tool that gives you easy access to contact information.
CRM Lite
Contact Relationship Management tool that gives you easy access to contact information.
Agent Website Development
Individual and Enterprise options. Websites tailored to the distinctive needs of financial advisors and agents.
Agent Website Development
Individual and Enterprise options. Websites tailored to the distinctive needs of financial advisors and agents.
Responsive email Designs
Adaptive email designs for a guaranteed professional look on all devices.
Responsive email Designs
Adaptive email designs for a guaranteed professional look on all devices.
Custom Signature Enhancements
Customize your signature with your photo, logo and social media profiles.
Custom Signature Enhancements
Customize your signature with your photo, logo and social media profiles.
Compliance Approval Module
Compliance officers can control what content is made available.
Compliance Approval Module
Compliance officers can control what content is made available.
Mobile App with business card scanning
e-Relationship Contact Builder App allows for easy and quick addressbook building.
Mobile App with business card scanning
e-Relationship Contact Builder App allows for easy and quick addressbook building.
Onboarding and Marketing Coach
Coach will help you onboard new agents and schedule campaigns
Onboarding and Marketing Coach
Coach will help you onboard new agents and schedule campaigns
Free Customer Service Support
Unmatched customer support: live phone calls and email, and a vast library of helpful resources including how-to videos, tested sales scripts and branding event ideas that prove successful time after time. Materials even explain the psychology behind their success.
Free Customer Service Support
Unmatched customer support: live phone calls and email, and a vast library of helpful resources including how-to videos, tested sales scripts and branding event ideas that prove successful time after time. Materials even explain the psychology behind their success.
Free Semiweekly Training
Hands-on training twice a week.
Free Semiweekly Training
Hands-on training twice a week.
Enterprise Solutions
Emails sent from e-Relationship look like personal emails from you, not advertisements.
Enterprise Solutions
Emails sent from e-Relationship look like personal emails from you, not advertisements.
Recruiting and Manager Solutions
Recruit and lead. Use our services and digital software to double your recruitment.
Recruiting and Manager Solutions
Recruit and lead. Use our services and digital software to double your recruitment.
New Agent Project 200 Onboarding Management
Each candidate gets a FREE account to build a database! Evaluate your new recruits with a free Market Evaluator Report.
New Agent Project 200 Onboarding Management
Each candidate gets a FREE account to build a database! Evaluate your new recruits with a free Market Evaluator Report.
Agency Training Add-On
Learn how to develop a prospecting culture in your agency.
Agency Training Add-On
Learn how to develop a prospecting culture in your agency.