Manage customer interactions across multiple channels including phone, text, website, social media, email, and team chat. Use AI chatbots for automated responses and live agents for real-time support.
Enable calls and screen sharing for remote meetings. Schedule appointments and collect payments via PayPal. Integrate text messaging and with WhatsApp, Facebook Messenger, and email.
Capture leads with CRM features including Smart Lists for contact segmentation and engagement via SMS and email. Build websites and funnels using a drag-and-drop editor. Integrate SMS-based webchat for real-time communication.
Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.
