Store leads automatically with Contact Management, and use behavior-based Segmentation for more targeted marketing (i.e. by service requested, or event interest).
Nurture leads with Automated Email Marketing sharing your experience, seasonal reminders, educational videos, assets managed, or tips to save money.
Increase investments and referrals.
Your Constant Contact account can help you generate repeat business and referrals by staying connected to prospects, current clients, and former clients. Keep them engaged with Email Marketing and Social Media Posting, where you can share financial tips and trends, upcoming events, reminders, and more. Powerful segmentation features will help you deliver the right message to the right group. And with Email Automation, you can effortlessly send out seasonal reminders, educational videos, or tips to save money. Plus, see reporting of what’s working and what’s not–all in one place. To get you started, we’ve created The Download for Professional Services.
If your firm has many locations or independent agents, consider partnering with us. With tools for consistent branding, an administrative dashboard to manage users' marketing and results, bulk pricing, and a dedicated account manager, we've got all the resources you need—all in one place.