e-Relationship’s array of features are proven and tested to skyrocket your appointments and increase cross-selling and client loyalty.
Schedule automatic email campaigns or send them manually.
Share content and capture leads from LinkedIn, Facebook and Twitter.
e-Referrals, e-Storyboards, e-Cards, e-Checklists, e-Videos, Newsletters, Postcards, HTML Builder, and more.
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.
Content libraries populated with approved content for easy sending.
Easy integrations with Redtail, Gmail, Salesforce, SmartOffice, Yahoo, Office365, and others.
Auto sync and manual options. Easily build your addressbook from contacts you already have with one click of a button.
Track your email and social media campaign's key performance indicators for top leads.
Contact Relationship Management tool that gives you easy access to contact information.
Individual and Enterprise options. Websites tailored to the distinctive needs of financial advisors and agents.
Adaptive email designs for a guaranteed professional look on all devices.
Customize your signature with your photo, logo and social media profiles.
Compliance officers can control what content is made available.
e-Relationship Contact Builder App allows for easy and quick addressbook building.
Coach will help you onboard new agents and schedule campaigns
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.
Hands-on training twice a week.
Emails sent from e-Relationship look like personal emails from you, not advertisements.
Recruit and lead. Use our services and digital software to double your recruitment.
Each candidate gets a FREE account to build a database! Evaluate your new recruits with a free Market Evaluator Report.
Learn how to develop a prospecting culture in your agency.