OwnlyConnect by RBS — CRM, Sales Pipeline & Customer Engagement
Included with Starter. OwnlyConnect helps organize leads, customer conversations, proposals, and sales follow-up. Payment schedules, payment records, and customer payment activity are handled through OwnlyPulse, available according to plan or add-on.
Key Features
Sales Pipeline — organize leads, prospects, proposals, and decisions
Customer Contact Records — keep contact details and conversation notes together
Proposal and opportunity tracking
Customer communication and follow-up records for staff review
Activity history for the customer relationship
Benefits
Keep prospect, proposal, and customer notes available to the team
Review follow-up tasks and decide who should contact the customer
Share relevant customer and agreement details with staff who need them
When OwnlyPulse is on the selected plan or add-on, pass the agreed payment workflow to Pulse for payment scheduling and records