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- e-Relationship™ - 800-851-8169 -
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- Prospects don't know what you do and clients don't remember. -
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How It Works Samples Automated e-Strategy Success Stories Pricing ROI FAQ About Project 200 Login -
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How It Works
Add, Import (or have us import!) your contacts directly into e-Relationship.
Once your contacts are added, you can view the ones without email addresses and make a quick phone call to the prospects and clients whose addresses you need. Organize your database by creating group specific categories such as: A-Clients, Clients, Prospects, Over 55, Church/Synagogue or Local Organization Members.
The first time a new contact is entered into your database, e-Relationship will instantly send out a "welcome" email loaded with informative and professionally written content.
Set it and Forget it
The Auto-Emailer tab enables you to customize your touch-point strategy by turning on and off the mailers and selecting which groups to receive them. Set it up and just wait for the requests for contact!
  • 7 e-Brief Storyboards
  • 5 e-Checklists
  • 4 Holiday e-cards
  • 3 Birthday e-Cards, Spouses Birthday e-Card & Wedding Anniversary e-Card
  • Up to 15 Monthly or Quarterly Liberty e-Newsletters (optional)
  • 4 to 12 Auto emails with url/link, which YOU define.
    Maybe a link to pertinent online article or your business website?
In addition to the Auto-Emailer feature, you can send any of these mailers out yourself at any time, or set one up to be sent on a later date. You can also use the "Individual Mailer" feature for those last-minute birthday cards, thank you cards or appointment reminders.
e-Relationship will send you an instant email alert when a client or prospect has requested contact or sent a thank you message for your thoughtful gesture! Make sure to call them with your phone appointment script in hand!
For in-depth reporting on your mailings, view the History tab. Here you will find complete lists of all of your mailers broken down by month and item. Find out who's opening them, when they were opened, and how many times they were viewed! We've even created a "Hot List" that you can print off, making it easy to call everyone who requested more information.
View Demo
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