Connect With Customers
Text Messaging
Fully integrated, send and receive text messages with clients without cumbersome workarounds.
- Sent and received text messages are automatically stored to the client.
- Schedule text messages to clients for appointment reminders, deadlines and follow-ups.
- Documents and photos included in text messages are automatically stored to the client.
“I just wanted to tell you how much I have enjoyed working with you to automate our agency. Because we are a small commercial agency we get frequent requests for certificates. Because the system is so simple it is usually faster to do myself than sending my CSR an email.”Ray – Conroe, TX