Campaign Manager
Revolutionize the way you track and manage leads, organize campaigns, and interact with prospects in a shared portal.
Features
Upgrade your entire lead and campaign workflows with these powerful customizable modules.
Lead Management
Lead Onboarding Forms
- Embed public forms to your front-facing website for prospects to fill out
- Filled-out forms automatically generate a lead profile in Resonance with all information automatically inputted via the form
- Fields will reflect the form on the website
Curated lead list that collates the submitted materials of interested prospects formatted for quick consideration
- Filter & sort lead content such as video, audio, CVs, and other relevant documents
- Filter leads by type, submission date, or other custom parameters
- Message and notify leads of status automatically
- Assign custom status to a lead that is publicly or privately viewable to teammates
- List individuals linked to previous clients, employees, etc
Rank leads based on custom parameters
- Share and Save notes and comment history with teammates
- Customize profiles for lead types that include contact information, internal notes, custom tags, etc
- Send contacts automatic follow-up emails based on status
- Allow any contact to log in and view their information (protected with permissions and roles)
- Proposal Generation- Generate a branded proposal and automatically send to prospective clients based on status
Streamline Communications- Create branded email templates, automate notifications, set triggers, and chat with people inside and outside your organization.
- Custom email Templates and/or text messages that can be automatically sent to relevant users
- Draft and send emails directly from the Resonance portal
- Automated communication triggers for updates to events by team members, vendors, and clients
- Auto-send email and SMS notifications for event updates, uploaded files, and client requests
- In-portal messaging and notifications
