Client Communication
Avg Time Saved: 8 hours per week
DM, Text, SMS
Instagram & Facebook DM’s, Texts, & Emails on a single dashboard
No more digging around for lost messages from clients. Every communication between you and your client will be under your client’s profile.
Access instagram direct messages inside the portal
Make phone calls to clients from the portal
Access space for messanger from the portal
Notes
Log important details about each client into their profile
Take detailed notes during sales calls and keep summaries of your client communications. Access these notes from any device with a click of a button for more efficient customer service, and transparency between team members.
Activity Log
Monitor which pages & links your prospects are viewing…and convert them on autopilot
Don’t lose a chance to convert low-hanging fruit. Setup automations that will follow-up with a prospect if the prospect clicks on your web pages or website links a certain number of times.
Phone Calls
Phone Calls
Get a designated phone number for business calls & texts
No more passing out your personal phone number. Grant phone access to your team for streamlined communication & healthier boundaries between you and your clients.
Make and receive calls/texts from any smartphone, tablet or computer
You and your team can make & receive business calls/text directly from any smartphone, tablet, or computer that has internet access.
Automatically record phone calls for enhanced customer service & legal protection
Ensure quality customer service (and train your team more proficiently) by listening back to conversations between team members and clients. Limit legal disputes by guaranteeing that all oral agreements are documented.