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CRM Setup and Consultation

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We will be happy to discuss your business and any needs you have from sales consulting, email marketing, relationship management and more.

512-518-4627

info@contactlevel.com

13001 Hill Country Blvd. Bee Cave, TX 78738

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Multi-Channel Communications

Multi-Channel Communications
CRM

SMS Messenger

Gain the flexibility to send text messages to your customers. You can also send text messages to multiple records at once. In addition to manually sending out messages, you can also forward automatic notifications triggered by workflows in Contact Level.

1:1 Email Communication

Create pre-written email templates to send out to customers and prospects one to one. In addition to outgoing messages, the Mail Manager feature is an integrated email client that allows users to perform Contact Level related actions such as create Leads, Contacts, Organizations, Tickets/Cases, Events and Tasks from the emails that you receive in your inbox.

Mass Email Communication

With loads of built-in free email templates, you can get started quickly, even if you’re completely new to email marketing. Build a template from scratch using our easy to use drag & drop editor. Our industry-leading flexibility enables you to keep your existing HTML coded templates and transfer it to the Contact Level platform by simply “pasting” in the code.

Customer Portal

The customer portal shows logged in customers elements of their relationship history with you. You can choose to let them see things like the status of recent tickets they’ve submitted, quotes, invoices, and a number of other records that you have related to them in Contact Level.

Support & Service Contracts

Monitor support requests and service contracts with customers and seamlessly associate support tickets with service contracts or organizations. You can easily enter Service Contract details manually from an already created contract template. The used units field in the Service Contracts feature defines the number of Service Instances resolved by your Support center. The field value is computed based on Status field of a case and tracking unit field for the Service Contracts.

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