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Description
Streamline, Automate, and Expand Your Business. By integrating accounting practice management systems, you can achieve hassle-free and time-efficient document management through intelligent automation. OnePractice Document Management offers a range of advanced cloud-based tools specifically crafted to enhance your time management and operational efficiency, allowing you to focus more on building client relationships and increasing revenue. The toolkit features: Templates that enable you to design attractive documents and spreadsheets using live data from your practice management software, along with real-time data through an easy-to-use prompt system. Additionally, you can effortlessly save emails and attachments from both Outlook desktop and online to your document center's client folders with just a few clicks. Furthermore, Mail Templates allow for the straightforward creation of emails, complete with options to attach files directly from your document center while incorporating live practice management data and real-time inputs through prompts. This comprehensive solution not only simplifies your processes but also empowers you to better serve your clients and grow your business effectively.
Description
Connect with your customers throughout their journey by utilizing data-informed email marketing and robust trigger-based automation. With our intuitive drag-and-drop email designer and if/else automation creator, you can effortlessly craft numerous email campaigns and automated workflows. Dispatch a sequence of automated messages, such as client success stories, testimonials, and informative newsletters to foster trust and nurture your prospects seamlessly. Take advantage of SendMails’ exclusive one-time pricing offer, eliminating monthly fees for a limited period. Effortlessly create stunning, mobile-friendly templates without needing any coding skills. You can also import HTML email designs and refresh their appearance in mere seconds. Monitor the performance of your email marketing campaigns in real-time with sophisticated analytics tools. Develop marketing automation workflows tailored to your customers' actions and behaviors while tracking their engagement through tags, custom fields, and detailed performance reports. By leveraging these features, you can enhance your marketing strategies and build lasting relationships with your audience.
API Access
Has API
API Access
Has API
Integrations
ActiveCampaign
Airtable
Asana
Facebook
Facebook Ads
Gmail
Google Ads
Google Calendar
Gravity Forms
HubSpot CRM
Integrations
ActiveCampaign
Airtable
Asana
Facebook
Facebook Ads
Gmail
Google Ads
Google Calendar
Gravity Forms
HubSpot CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$97 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
HubOne
Country
Australia
Website
www.hubone.com
Vendor Details
Company Name
SendMails
Founded
2021
Country
United States
Website
sendmails.io
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor