Stay Ahead of the Curve
Messaging with Your Customers
Communicate with your customers where they are looking and in a reliable, secure, and documented way
- Contact Management and Messaging in One
- Automated and recurring messaging can be built into workflows for continuous follow-up
- Improve BHPH collections with our Automated Payment Reminders and Payment Collection Links
- Mobile conversations with history and Message Helper
- Alert staff with Text and Email messaging for critical tasks automatically
- eCRM and Messaging integrated with solution
Messaging Feature Breakdown
Unified contact and messaging hub — engage customers and prospects from one place
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Automated task scheduling — create recurring tasks by contact, group, or campaign
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Smart follow-up alerts — stay on top of sales, service, and collections
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Dynamic lead routing — assign leads by source, user, or workflow rules
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Integrated notes, tasks, and messaging — manage all actions from a single timeline
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End-to-end sales activity tracking — from first contact to final delivery
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Document and stipulation collection — upload credit apps and docs straight into the CRM
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Built-in text messaging — two-way texting with history per contact
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360° customer history — deals, services, payments, and messages in one view
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CRM tied to every business process — deals, service, website, BHPH, reporting
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Instant web-to-CRM capture — credit apps and web leads auto-load into contact records
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Workflow automation — trigger task sequences across departments
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Send contracts and forms — deliver via email or text in seconds
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Customizable task filtering — show calls, texts, service, or appointments
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Rollover past-due tasks — never miss a follow-up opportunity
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Personalized mass messaging — automate holidays, birthdays, reminders
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Professional Message Helper — build polished messages with ease
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Mobile-first communication tools — collect docs and message on the go
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Secure message and document history — archive every interaction automatically
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