Willard Crm -Simplified

Willard is the preferred CRM platform helping organizations identify, engage, and track opportunities. Build Deeper connections, cut costs, and improve the way you work. Stay in contact Willard logs all inbound and outbound emails, calls, and SMS messages. Keep track of thousands’ of interactions all in one place. Engage Opportunity pipeline/funnel Schedule appointments. Drag and drop leads into opportunities. Create tags and track opportunities from start to finish. Track Automate your workflow Manage your pre and post-sale follow ups, stay on top of client projects, collection tracking, and more. We Have Empowered Hundreds of Businesses with Features to Engage and Track Opportunities. Save Your Team Time by Sending Personalized Drip Sales and Marketing Emails. Automatically Log All Inbound and Outbound Emails, Calls and Text Messages. You Can Drag and Drop Leads into Opportunities. Manage your pre and post-sale follow ups, stay on top of client projects, collection tracking, and more. Store your data Easily import all your existing leads, contacts, and accounts through csv. file or through an API* integration directly into Willard CRM.*Learn more custom API integrations Custom drip sequences Save your team time by sending personalized drip sales and marketing emails that autofill based on contacts’ information. Stakeholder management An integrated email and event management platform allows you to easily segment stakeholders based on geography, engagement history, or custom info so you can share relevant messages with the right people. Advocacy Advocacy Communications tools such as photo and video messaging, integrated text messaging to advocates, direct social media posts to legislators profiles, rotating email messages, auto-population of advocate data into custom webforms.