Create personalized emails with templates. Upload contacts from Google Sheets. Manage lists and avoid CC/BCC. Send targeted messages to multiple recipients efficiently. Track status and edit content directly. Export contact lists for future use.
Create, edit, and track appointments with an intuitive interface. Manage client schedules, send reminders, and view views. Set service durations and availability. Export booking data and integrate with apps.
Send personalized messages to multiple contacts via text or email. Include contact names in messages. Avoid group texts for privacy. Notify contacts about events or changes. Share updates without using group messaging features.
View account balances and transaction details. Contact directly. Add external accounts to track net worth. Access Fidelity custodial statements in a secure document vault.
Enter client info, manage contacts, track commissions,
Enter client contact information and manage contacts. View news and notes from the back office portal. Submit business reports and track commissions directly within the .
