CANVAS® - CRM
The proprietary software created by Roya.com includes an expansive CRM tool to assist with lead management, contact management, email campaigns and much more. Contacts created from web-leads, phone leads, or outside sources can be setup in groups that can be subscribed to email campaigns or newsletters designed and sent through the Canvas® CRM.
Customer Leads are not only emailed to you, they are stored in our Canvas® CRM for your convenience and easy management. Convert a lead to a contact in seconds and add notes to your contact to remember when you first engaged with your new contact, include comments from a conversation and reminders for when to follow-up next.
You no longer have to struggle with the frustrations of using third party mailer systems, within the Canvas®; platform you have access to create and send Newsletters, Email Campaigns or Direct Mailers to your contacts. You can completely customize the layout, message, subject, everything!
Have a website lead that you'd like to store for easy follow-up later? Convert a form lead to a contact with a couple clicks. As a contact you will be able to add notes to their profile and include them in email campaign distribution lists. Have contacts you'd like to include in an email campaign that wasn't generated through the website? No problem, contacts can be added to Canvas®!