Business "Share a personal URL with clients to answer questions. Collaborate with clients and their contacts. Manage Q&A sessions and track interactions. Set up secure access for approved users."
by AskMyAdvisor LLC★ 5.05 ratingsBusinessFreeData updated 2026-09-06
Get a real number for your business to make and receive calls. Set auto-replies, record calls, and generate structured call summaries. Enable enhanced privacy settings. Send and receive messages without a SIM.
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Manage client communications, schedule meetings, and access account details. View care plans, track progress, and send secure messages. Receive updates on client health and care services. Share documents and collaborate with care teams.
Send and receive texts with members via SMS. Reply to individual messages or send mass texts. View statistics and track engagement. Syncs with Planning Center for additional features.
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
Create shortened URLs with custom domains and back-halves. Share links via text, email, or social media. View recently created links for quick reuse. Track click counts to monitor performance.
Schedule meetings by allowing clients and colleagues to book time online. Set available time slots and receive instant notifications. Sync with the built-in Calendar for real-time availability. Create a web page for appointment bookings.
Manage client portfolios and track financial goals
Manage client financial data with customizable templates and secure note-taking. Schedule and track meetings, set reminders, and generate reports. Share documents and collaborate with team members in real time.