Features
Texting
Texting has been proven more effective with leads and clients, so we built it right into the system.
- Quickly text from a contact page or the convenient message box displayed when you recieve a message.
- Support for photos & emoji 🥳
- All messages are automatically logged and displayed in the timeline.
- Save your most common texts as templates so you can send them again and again.
- Messages sync between your desktop and mobile phone for access anywhere.
Calling & Dialing
Transform your communication game with FlipMyFunds! Say goodbye to cumbersome
and time-consuming call management processes. With our all-in-one system, you
can make and receive calls directly from your desktop without the need for any
additional providers.
Experience the convenience of Click-to-Call, Local & Toll-Free Numbers, Call Routing, Transfer, Drop Pre-Recorded Messages, Call Recording, and more! Take control of your work-life balance by separating your business and personal calls with dedicated business phone numbers.
Gain valuable insights into your call activities with our automatic call-logging feature. Both inbound and outbound calls are logged for each contact, providing you with detailed reports on user activity, including Inbound, Outbound, Dials, and Talk Time. No more manual logging, no more hassle!
Experience the convenience of Click-to-Call, Local & Toll-Free Numbers, Call Routing, Transfer, Drop Pre-Recorded Messages, Call Recording, and more! Take control of your work-life balance by separating your business and personal calls with dedicated business phone numbers.
Gain valuable insights into your call activities with our automatic call-logging feature. Both inbound and outbound calls are logged for each contact, providing you with detailed reports on user activity, including Inbound, Outbound, Dials, and Talk Time. No more manual logging, no more hassle!
Emailing
Find yourself sending the same e-mail over and over? Save time with our templating feature!
Easily create re-useable templates to send with just the click of a button! Know when your
recipient opens their e-mail with FlipMyFunds tracking cookie! Get a notification when your
e-mais are opened and you know the best time to reach your clients!
Send and Sync e-mails with ease! FlipMyFunds CRM can also sync with any e-mail provider so all of your communications stay in order.
Send and Sync e-mails with ease! FlipMyFunds CRM can also sync with any e-mail provider so all of your communications stay in order.
Google Calendar
On FlipMyFunds, Easily create follow up's for yourself or anyone on your team.
FlipMyFunds will sync all scheduled follow ups directly with your Google Calendar.
That way, you'll always be sure you'll never miss an important meeting / phone call / event!
Facebook LeadSync
Subscribe to your already running Facebook Ad Lead forms and FlipMyFunds
will automatically import new leads. We'll send you an alert without
a third party integration! At FlipMyFunds, we want to make it cost
effective to manage your business. Why pay for another service/system just
to move the data from Facebook to your CRM?
Sales Pipeline
Get a high level overview of your business performance with fully customizable,
drag and drop enabled pipelines to visualize and track your leads / clients.
- Quickly see how many people are in each stage.
- Easily Call, Text, E-Mail, or Add a Note without leaving the page.
- View communication stats without going to each profile page.