Features
Send and Receive emails within Greenboard
SMS within Greenboard
Send and Receive text messages within Greenboard
Analytics
Measure close ratio, profitability, sales associate activity, and many others
Bulk eMail
Send emails to multiple clients simultaneously
Sequences
Create a multi-step sequence of emails to be sent on a user defined schedule
Lead Sources
Easily track where your clients are coming from
LiveChat Two Way Integration
LiveChat transcripts connected to Greenboard and customer info available in real time when chatting
Screen Pop Real Time Alerts
Customer record automatically opens on a computer as a call is coming in
Lead Scoring
Prioritize clients based on their likelihood to buy
Lead info on Caller ID
See customer info before picking up the phone
Call Recording
Record incoming and outgoing calls
POS Connection
Bring in sales data to enhance sales team efficiency and performance
Website session history
Let your sales associates know which pages clients visited and how much time they spent on each page
Lead Owner
Split up leads by sales associates
Manager View
Special permissions for store managers
Custom Views
Create filters to quickly find groups of similar clients
Custom Templates for eMail
Customize eMail templates to save time on re-typing emails
Custom Templates for SMS
Customize text message templates to save on re-typing text messages
Template Sharing
Create templates to be used by everyone
Private Templates
Create private templates to be used only by one person
Use own domain for eMail
Greenboard eMails are sent from the same domain as all other company email
Email Scraping
Scrape email to create leads from various sources such as web inquiries
Unlimited Number of Leads
No extra charge for high lead generating stores
Searchable
Search any record for any data point
Activity Log
Track everyone’s activity
Click to Call
Integrate with a soft phone so a sales associate can dial a phone number with one click
Use own logo
Greenboard will be branded with your company’s logo.