Hub24 integration

Ability to import client and account information from standard Hub 24 reports

Sophisticated queries

Query management tool select clients and provide information for mail merge

Rich email templates

Rich text HTML emails that can contain 'smart' buttons that allow clients to click for a quick action response

Campaign management

Manage campaigns and keep a history of correspondence and other notes or information against a client

Task management

Track email responses as tasks that can ensure responses to clients are not forgotten.