Features and Functionality That Works

e-Relationship’s array of features are proven and tested to skyrocket your appointments and increase cross-selling and client loyalty.

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Email Marketing Automation
(Includes Manual Options)

Schedule automatic email campaigns or send them manually.

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Social Media Sharing

Share content and capture leads from LinkedIn, Facebook and X (formerly named Twitter).

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16 Digital Marketing Modules

e-Referrals, e-Storyboards, e-Cards, e-Checklists, e-Videos, Newsletters, Postcards, HTML Builder, and more.

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Lead Generation Content

Content that is relevant and backed by science to generate raise-your-hand responses. A library of pre-built, compliance-approved email communication messages is ready at your fingertips.

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Compliance Approved Content

Content libraries populated with approved content for easy sending.

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Seamless Integrations

Easy integrations with Redtail, Gmail, Salesforce, SmartOffice, Yahoo, Office365, and others.

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Contact Imports

Auto sync and manual options. Easily build your addressbook from contacts you already have with one click of a button.

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Enhanced History Tracking and Reporting (KPIs)

Track your email and social media campaign's key performance indicators for top leads.

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CRM Lite

Contact Relationship Management tool that gives you easy access to contact information.

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Agent Website Development

Individual and Enterprise options. Websites tailored to the distinctive needs of financial advisors and agents.

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Responsive email Designs

Adaptive email designs for a guaranteed professional look on all devices.

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Custom Signature Enhancements

Customize your signature with your photo, logo and social media profiles.

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Compliance Approval Module

Compliance officers can control what content is made available.

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Mobile App with business card scanning

e-Relationship Contact Builder App allows for easy and quick addressbook building.

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Onboarding and Marketing Coach

Coach will help you onboard new agents and schedule campaigns

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Free Customer Service Support

Unmatched customer support: live phone calls and email, and a vast library of helpful resources including how-to videos, tested sales scripts and branding event ideas that prove successful time after time. Materials even explain the psychology behind their success.

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Free Semiweekly Training

Hands-on training twice a week.

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Enterprise Solutions

Emails sent from e-Relationship look like personal emails from you, not advertisements.

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Recruiting and Manager Solutions

Recruit and lead. Use our services and digital software to double your recruitment.

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New Agent Project 200
Onboarding Management

Each candidate gets a FREE account to build a database! Evaluate your new recruits with a free Market Evaluator Report.

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Agency Training Add-On

Learn how to develop a prospecting culture in your agency.