Here are some of the features in OA Mobile:
| Unlimited Addresses | |
| Unlimited Phone Numbers | |
| Unlimited Email Addresses | |
| Unlimited Websites | |
| Custom Fields: text, numeric, date, etc. | |
| Public Notes | |
| Private Notes | |
| Categories and Subcategories |
| Create Unlimited Custom Fields: text, numeric, date, etc. | |
| Create Unlimited Categories and Subcategories | |
| Duplicate checking for new contacts | |
| My Phone Book to separate your frequently used contacts |
| Simple A-Z Search | |
| Phone Number | |
| Area Code | |
| Street Address | |
| Location (City, State, etc.) | |
| Custom Field | |
| Category and Subcategory | |
| Create Date | |
| Last Edit Date | |
| My Phone Book | |
| Prospects Only |
| Log for any contact, not just prospects | |
| Clean, interactive Activity Log on each contact’s review screen | |
| Made and received calls | |
| Sent and received emails | |
| Sent and received texts | |
| Appointments | |
| To Dos | |
| Sales | |
| Prospect Open and Close dates | |
| Prospect progress events and dates | |
| Email Marketing emails | |
| Lead Alerts | |
| General comments | |
| Create templates for frequently sent emails and texts | |
| Call Rating system for Great, Good, Bad calls | |
| Text mode for copying part or all of the log |
| Auto-updated Spreadsheet | |
| Rolling Call List to quickly make several calls | |
| Prospecting Dashboard | |
| Automated Keep-in-Touch emails | |
| Email Marketing | |
| Lead Alerts | |
| Simple, automated pipeline creation | |
| Simple Call Rating system to quickly identify interest and overall progress | |
| Multi-user for assigning tasks, prospects, etc. | |
| Various Reports and Views to monitor any user | |
| Fill-in for, or assist, other users |
| Automatically updated with the latest prospect information | |
| Filter by any search, including Category, Location, etc. | |
| Last contact date is automatically tracked | |
| Next To Do date is automatically tracked | |
| Flags high importance prospects | |
| Automatically identifies prospects that are ‘falling through the cracks’ | |
| Sortable by last contact date, next to do date, pipeline goal, etc. | |
| Make and log calls directly from the spreadsheet | |
| Color code each user for easy distinction | |
| Multi-user to enable teamwork |
| Designed to quickly make calls from your smartphone | |
| Works on desktops too | |
| Automatically moves the last made call to the bottom of the list | |
| Flags high importance prospects/leads | |
| Automatically logs the call | |
| Call Rating system for Left Message, No Connection, and Great, Good, Bad calls | |
| Expand to a partial view of the contact, or a full view | |
| Filter by any search, including Category, Location, etc. | |
| Add an entire category of contacts at once |
| Day View | |
| Week Agenda View | |
| Week Schedule View | |
| Month View | |
| Day Columns for side-by-side user calendars | |
| Week Schedule Columns for side-by-side user calendars | |
| Color code each user for easy distinction | |
| General Appointments and To Dos | |
| Appointments and To Dos linked to contacts and prospects | |
| Flag High Priority items | |
| Set Due Dates | |
| Include Notes |
| Always up-to-date, uses live data | |
| Interactive to drill down to details | |
| View reports for any user | |
| Detailed Prospect Status report includes Next To Dos, Last 30 days, and more | |
| Phone Call graph reports of Great Calls, Good Calls, and more | |
| User Activity report for phone calls, appointments, etc. | |
| And more! |
| Fully integrated to the CRM | |
| Automated Keep-in-Touch emails | |
| We design the first Keep-in-Touch email… free! | |
| Advanced email marketing | |
| Easy to use HTML email editor | |
| Automatically resizes images, easier for you and faster loading emails | |
| Automatically flags bad and bounced emails | |
| Automatically maintains an unsubscribe list | |
| Lead Alerts to instantly notify you when someone is interested | |
| Subscribe form | |
| Various reports on email campaign results |
| Like Post-it notes that you can access anywhere | |
| Part of the CRM app | |
| Quickly enter random notes | |
| Color code a note | |
| Search for notes by subject or full text | |
| Organize into unlimited folders | |
| Share with any other user as ‘full access’ or ‘read only’ | |
| Password protect and encrypt any note |
| OA Mobile support | |
| OA Mobile email marketing | |
| OneDrive | |
| QuickBooks | |
| RingCentral | |
| Outlook | |
| Gmail | |
| Most phone dialers | |
| Most text/sms apps | |
| Most email clients |
| 100% USA Company | |
| 100% USA Hosted | |
| 100% USA Developers | |
| 100% USA Support | |
| We don’t sell data to third parties | |
| End-to-end encryption | |
| Hosted firewall protection | |
| Hosted in a “disaster-free zone” | |
| Secure credit card encryption |
Got any questions? Just give us a call! Contact Us
