The Admin Tools feature in Accountable CRM allows administrators to manage marketing functions and company-wide settings from a single, centralized location. It brings together marketing, automation, and campaign control.
Admins can configure email templates, set up automations, create and manage company campaigns, apply company-level automation, and use the Marketing Suite to streamline communication, improve engagement, and boost overall productivity.
1. Creating an Email Template
Creating an email template in Accountable CRM helps ensure consistent and professional communication across your organization.
Sending newsletters and email updates helps maintain regular communication with your audience and potential clients, promoting brand awareness, driving engagement, and potentially increasing sales.
Learn More about how to create an email template.
2. To Create a Automation
Automation in the Accountable CRM process and system operates automatically, boosting efficiency and allowing users to focus on strategic activities while maintaining high levels of customer engagement. This reduces the time spent on routine tasks and enhances the user experience.
Learn More about how to create a automation.
3. Creating a Company Campaign
In Accountable CRM to creating campaigns inside the company allows for targeted communication and centralized management, ensuring that messaging is relevant and consistent. It also provides access to detailed analytics for better decision-making and enhances coordination between departments.
Additionally, it ensures compliance with internal policies and industry regulations while maintaining data security.
Learn More about how to create a company campaign.
4. Adding Automation for a Company
At Accountable, we understand that consistency and speed are key to closing more deals and improving team productivity. That’s why we’ve introduced "Automation for Company" - a powerful feature that enables Company Admins to create automations that benefit the entire organization.
Learn More about how to add a automation for company.
5. Use the Marketing Suite
An optional mortgage marketing suite enables automated, branded campaigns across email, direct mail, and social media.
It offers ready-to-use templates for newsletters, postcards, and MLS-linked property flyers, helping institutions maintain brand compliance while empowering loan officers to efficiently generate and manage leads.
Learn More about how to use the marketing suite.
Once teams are set up and performing, connect them to Admin Tools for My Team.
To learn more about connecting my teams, Click here
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support