Sharp Digital’s “Automate My Appointments” program is a very customizable cloud-based CRM and marketing automation tool.
The program has four main benefits:
Easy To Use
Every aspect of the system is easy to use. From importing prospects, storing important client data, or initiating campaigns that work with a push of a button.
Works Everywhere
Since the program is cloud-based, the system works anywhere you have an internet or mobile connection. It’s even ready to hit the road with a powerful mobile app.
Connect It All
Connect your CRM, your client and prospect marketing, your website, social media and so much more!
Built For You
One of the most valuable features is that it’s very customizable and will be tailored to your business.
Solutions designed to streamline your office and optimize your leads.
The AMA Program provides solutions for automating several aspects of your business, like daily or repetitive tasks, important client milestones, annual reviews, and also includes age-based milestone triggers on topics like RMDs, Social Security, Medicare and more. This program is not a silver bullet, it’s a smarter way to run and grow your business.