Epoch is a CRM (Customer Relationship Management) system and offers a large number of features:
- New campaigns & campaign artwork
- Campaign videos
- Automatic campaigns distribution
- Custom campaigns
- Opportunity and Pipeline Management,
- Task / Activity Management
- Manage borrowers, real estate agents, builders, and prospects
- Import CSV files of your contacts
- and much, much more
Allows MLO’s to send email to contacts in bulk. Features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
Optimizes the process to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
Marketing ROI Analytics
Enables analysis of effectiveness of various marketing activities
Opportunity & Pipeline Mgmt.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close.
Task / Activity Management
Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
Social Network Integration
Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
Social Collaboration Features
Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus’s on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone.