ConveyOne Features
ConveyOne is a single platform designed for the small business owner that wants a fully managed solution for their company website, email marketing and CRM to manage customer and prospect data.
Portal Features ยป
Managed Website
Select from modern website templates, then have them customized & branded for your company. Websites are ADA compliant, secure and fully managed and updated by Convey.
Updated Content
ConveyOne delivers custom or curated content to keep your website relevant and current. We specialize in serving businesses in the telecommunications, cloud, managed services & insurance industry.
Notify & Remind
ConveyOne sends out automated site messages to alert you if someone fills out a form, if a password was changed or updated, when scheduled content is expiring and to remind you to login periodically.
CRM
Manage customers or prospects in the easy-to-use CRM system. Add custom fields, upload or add data, save notes and set reminders and run reports.
Email Campaigns
Run email campaigns with 4 outbound emails and a branded sign up page. Conduct reports on the success of each campaign and comes ready with pre-designed campaigns ready to launch.
Reports
ConveyOne comes complete with a library of reports to detail viewer activity or pull data from the CRM. Take a standard report and customize it to your individual needs.
Outreach & Engage
The Message Library has newsletter templates to deliver regular outreaches to prospects and customers. Custom emails can be created using the visual editor to add text and graphics.
API
Use the API to connect ConveyOne to an external portal to add individuals and their data to the CRM system. Use the single sign on API to create a seamless login experience between platforms.