General Features

Email Based Contact Management	Keep everything important in one place. See the entire relationship history in a neat chronological order. Track and access all interactions, emails, deals, files and tasks with one-click.
Productivity Frameworks	Experience maximized productivity. Designed to guide you to adapt to a productivity mindset on your own. Get things done with a single click and avoid interruptions. Have all the information you no more than one click away.
Multiple Separate Contact Databases	Have as many separate standalone databases as you like. Switch between databases with a single click. Keep personal and business contacts separate. Isolate sales contacts from customer support interactions. Run multiple businesses on one system.
Workflow Automation	Send auto replies triggered by any keywords. Show consistent face to your clients using pre-written responses from the library. No more wasting time searching through old emails and endless copy-pasting.
Email Comments and Notes	Add comments to any email or activity – calendar event, note, tasks. Collaborate with the team from the inbox. Keep comments neatly filed in the system for record­keeping. Stay on top of new comments with an easy to spot indicators.

 

Features for Sales

Multiple Sender Identities	Choose on the fly any “From:” address (with custom signature) to use when you compose an email or newsletter. Set up as many identities as you need. Fill in for a colleague when they are on vacation and send emails ‘from’ their address without the client ever noticing a difference.
Deals Management	Keep track of your sales pipeline with deals. Associate deals with specific contacts, add notes, comments and files, tag them and customize completion stages. Get a comprehensive overview of deals and sales pipeline in the calendar and on the contact timeline.
Lead Management	Segment your contacts by groups or use tags. Create any number of groups, categories and sub­folders. Send a newsletter to individual contacts or entire group at once. Tag everything in our system and easily sort through the items you’ve tagged.
Contact Families	Create company/family contacts, that can be associated with numerous individual contacts. See company contact timeline, including the email history, notes, events, and tasks.

 

Features for Marketers

Automated Email Marketing	Create automated email marketing, sales, newsletter campaigns. Add a contact to a group and they will be automatically added to the email sequence. Stay on top of every sent email via contact timeline.
Advanced Data Organization	Assign a contact to one or more groups by simply ticking a box. Drag­ and ­drop to arrange groups any way you want. Tag contacts, companies, events, tasks, notes, follow­ups, to­do’s, deals, anything. Easily add tags with one click, and remove them when no longer needed.
Email Open/Click Tracking	Supercharge your sales and email marketing campaigns with instant email open/click alerts. Know instantly when somebody reads your email, what links they clicked and when. Get the perfect email deliverability from Sendgrid and maximize every opportunity.

 

Features for Collaboration

Shared Annelite Inbox	Combine all your company/employee emails into one shared workspace. Keep sent and received email history automatically linked to contact timelines. Prevent information being trapped in personal inboxes and access full email history for any contact, anytime.
Personal Emails	Leverage your team’s personal connections with personal inboxes for any number of team members. Keep shared and team members’ inboxes separate but still connected and easily accessible.
Agenda and Calendar Management	Track upcoming events, set reminders, create follow-ups and enter notes. Attach files to calendar activity, associate calendar entries with contacts. Get an overview of everything you have to do today, tomorrow, and later. See what everyone is up to with a shared company calendar.
Task Assignment	Create and assign tasks to yourself or team members. Convert emails to tasks with one click, use agenda view it as a to­do list for yourself, filter by activity type, and see what your team members are up to.
File Share System	Upload and share frequently used documents, brochures, and files in a centralized file storage space. Save yourself time searching and attaching files to identical emails.