Whitepen Features

Data Import and Export Tools

Easily import or export files or if you are using the CRM leads and or contacts

QuickBooks Integration

Easily synchronize payments, invoices, etc with one of the most popular accounting software for small businesses

Outlook Integration

Post emails and attachments to files with the click of a button

Task And Reminders

Create reminders to help you follow up on important matters. Additionally, assigned task to other users

Fees Automation

Automatically charge Special Assessments, Interests, Dues with an unlimited number of fee triggers

Automated Campaigns

Schedule email or SMS campaigns with user defined templates

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Some Additional Features

  • Unlimited Users
  • Unlimited Files
  • Unlimited User-Defined Fields
  • Unlimited Clients
  • Payment Plans
  • Payment Plans
  • Billing and Accounting
  • Customized Reporting
  • Action Plans
  • Hot List
  • Automated Calling
  • Estoppels
  • Sales Team Integration with our Sales CRM