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Action-Oriented Dashboard

Easily see who you should connect with to nourish relationships & meet your goals.

• Set goals for how often you want to connect with people in your network.
• Remember important events before it's too late to celebrate your relationships.
• Keep track of tasks to make sure you're nurturing your network.

Custom Emailer

Schedule and send email campaigns to your network from your own email address.

• Use beautiful, custom designs for a professional look and feel in your email communications.
• Remember important events before it's too late to celebrate your relationships.
• Keep track of tasks to make sure you're nurturing your network.

Upcoming Events

See a list of important events coming up in the lives of your network.

• Set custom reminders to make sure you have plenty of time to get a gift.
• Remember to be thoughtful when your clients move to a new home or get a new job.

Mapping Capabilities

See where your clients and leads live to better plan your visits and trips.

• Efficiently plan your visits based on where your clients and leads live.
• Use pins or hotspot mapping to view your Connections' information straight from the map.

Communication Timelines

See a record of how you've connected with each of your Connections to pick up where you left off.

• Never forget what you've already talked about and where you've left off.
• Automatically update your progress toward your contact goals when you record your communications.