ATTACHEDAPPS CONFIDENTIAL Powerfully simple tools to retain, manage and grow SMB customers. Client Messaging for Partners

ATTACHEDAPPS CONFIDENTIAL Contents : Suite of Apps Value Proposition Product Benefits Key Features – attachedContacts / attachedContacts+ – attachedSales – attachedCustomers Partner-provided Customization and Services

ATTACHEDAPPS CONFIDENTIAL Powerfully simple tools to retain, manage and grow your customers. Contacts SalesComing soonCustomers Contacts+ Add Follow-up and security, unlimited users Share and sync contacts, Track Track sales pipeline activity Manage Customers, Grow sales More apps Free* to 99 users$3/user/month$7/user/app/month** ** Add these apps for all or a subset of Contacts+ users* No time limit

ATTACHEDAPPS CONFIDENTIAL Value Proposition Applications designed to fit the needs of small and medium size businesses: Get more organized and efficient across your company Manage contacts, drive sales and win customers with a simple set of tools Capture, share and manage everyday business interactions… easily Acquire CRM-like functionality at pricing that is both affordable and flexible Easily configure the apps to the specific needs of your business Leverage tight integration with Office 365, Outlook and Exchange Get close support from your IT Partner who keeps you focused on what you do best

ATTACHEDAPPS CONFIDENTIAL Product Benefits 1. Easy to use Integrated with the MS Office applications you are familiar with Import/export with Excel and Outlook enables easy integration with existing processes Intuitive user interface Short lead time to productivity 2. Effective integration and synchronization Web application allows working from anywhere; your data is always up to date Bi-directional sync with Outlook contacts Cloud-hosted on Microsoft Azure Mobile integration – run on any device, anywhere 3. Modular apps with flexible pricing Flexible app structure allows you to subscribe to just the apps needed by each employee No annual commitments Add or remove seats to with agile responsiveness to business cycles

ATTACHEDAPPS CONFIDENTIAL Key Features: attachedContacts / attachedContacts+ Create a central contact management library for your organization Add and share contacts across the company, right from Outlook Keep contact info continuously current via Bi-directional sync with Outlook Maintain privacy of personal contacts for each individual user Track correspondence automatically Easily remove duplicate contacts with the Merge feature Share, sync and manage contacts. Tightly integrated with Outlook. attachedContacts: Free (up to 99 users) attachedContacts+: $3/per user monthly Improve app administration with easily applied security roles Enable wider use with unlimited number of users Track interactions with contacts with powerful Follow-up features

ATTACHEDAPPS CONFIDENTIAL Key Features: attachedSales Easily create and track Sale Opportunities from intake to closing Manage team selling – assign ownership of Sale Opportunities to staff Track sales stage progression and pipeline performance Capture and view all history associated with a specific opportunity Create, reply and forward directly from a Sale Opportunity Assign and manage Follow-up tasks, create alerts, track every milestone Create reports for status, weighted pipeline, forecast, etc. – Print or download to Excel attachedSales: $7 per user monthly Manage sales pipeline with follow-up actions, tracking and reporting.

ATTACHEDAPPS CONFIDENTIAL Key Features: attachedCustomers Manage current customers apart from sale opportunities to focus on growth View all history associated with a specific customer Proactively grow your customers with better follow-up and tracking Assign Follow-up tasks and enter notes on key activities Track customer service activity attachedCustomers: $7 per user monthly Grow business with current customers. Track and share interactions with a 360 view. o

ATTACHEDAPPS CONFIDENTIAL Partner-provided Customization and Services: Key services include:  Contacts migration: o Migrate customer’s data into attachedapps, whether from Excel, Outlook, CSV or other formats.  Field customization: o Customize field drop-down menus (like contact types and sale stages) to fit the customer’s business.  Vertical customization: o Tailor to the customer’s business, from plumbing to legal to real estate, etc.  Remote administration: o Serve as the customer’s admin to add new users, assign user security levels and make app configuration changes.  Line of business integration: o Utilize the API to integrate the apps with other applications like QuickBooks, AutoTask, SalesForce, etc. o Set up attachedapps to run alongside larger CRM systems (required by a few heavy users), enabling a lighter, more affordable solution for most users. attachedapps encourages partners to customize the apps to the needs of their customers: