Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Manage posts, messages, and comments across accounts
Create and schedule posts and stories for Facebook Page and Instagram. Respond to messages and comments in one place with automated replies. Track post interactions and ad performance. View notifications and manage to-do lists.
Create and share electronic cards with customizable fields and professional design. Add contact details, company info, and media. Exchange cards instantly via QR code or link. Access cards without an . Track interactions and manage contacts.
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage contacts, track campaign performance, and monitor sales metrics on the go. Create and send email campaigns, schedule posts, and access analytics. Edit campaign details and adjust settings directly from the mobile interface.
Access sensitive data securely, preview and upload files, and collaborate on folders and file links across storage locations without a VPN. Integrate with popular business apps for streamlined workflows and remote access to content.
Manage international workforce tasks on mobile. Securely transfer funds to accounts. Upload, approve, and manage expense submissions. Request, approve, and track time off requests. Streamline hiring, , and compliance processes.
Send texts to groups or individuals with mass SMS/MMS campaigns or two-way messaging. Add images from camera roll and track reply rates and analytics. Initiate threaded conversations with contacts.
Capture and organize leads in one place. Share digital business cards instantly via tap or link. Receive real-time notifications when prospects engage. Automate follow-ups and track interactions.
Manage leads and streamline sales processes by integrating CRM and conversational tools. Track pipeline stages, add and update leads, make calls, and create invoices. View sales progress and access all tools in one centralized platform.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Share marketing materials and social assets to connect with contacts and team members. Create and distribute corporate-approved content. Access tools for generating buzz and supporting direct engagement efforts.
Schedule texts and emails in advance. Set reminders for messages and set specific send times. Organize contacts into groups. View conversation history and manage drafts. Sync across devices.
Design posts with drag-and-drop tools, text customization, and background templates. Add filters, stickers, and overlays. Schedule posts across platforms. Track engagement metrics and manage multiple accounts.
Connect with clients and manage leads automatically
Schedule and send automated email newsletters and social media posts to maintain client engagement. Track client interactions and set follow-up reminders. Integrate with calendars to schedule outreach and manage leads.