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.
“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements! Kimberly is patient, explains well, quick to respond, and provides resource links, pages as attachments, screenshots, and such for referencing as reminders and visual help.”Kevin – League City, TX