Track customer interactions, store contacts, and client details. Log follow-ups, message history, special dates, preferences, and product likes. Share notes across multiple sales associates and locations.
Manage two numbers with one device. Send and receive texts and calls independently. Switch between personal and professional numbers quickly. Set up separate contacts and messages. Enable or disable numbers with a tap.
Use softphone to make IP-based calls and access your business phone system. Make and receive calls using a dedicated business number. Stay connected via Wi-Fi in areas with poor cellular coverage. Keep business and personal calls separate.
Receive real-time push notifications for instant communication. Reply to SMS via a shared team inbox. Send individual or mass messages to contacts. Assign conversations to teammates. View customer details and start texting instantly.
Check balances, view transactions, transfer funds, pay
Check balances and view recent transactions. Transfer funds between accounts. Pay bills and receive alerts. Make deposits via photo. Access personal and business banking features. Requires a account.
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 a for calls and texts without a SIM card. Receive and make calls, send and receive messages. Choose a number, set up call forwarding, and manage contacts separately.
Make calls to anyone globally using the . Manage contacts and call logs. Set up voicemail and call forwarding. Access features like conference calling and call recording. Integrate with accounts for seamless communication.
Manage calls and texts through a cloud-based phone system. Integrate with CRM to track leads and manage contacts. Use a 4-line auto-dialer to handle multiple calls. Send and receive messages. Close deals with sales tools.
Send messages to multiple contacts via a texting platform. Broadcast messages to large groups. Send up to 25 messages weekly with the free version. Manage contacts and schedule communications. Receive delivery confirmations and call logs.
Access accounts securely at any time. Transfer funds between accounts or other institutions. Manage cards, lock or unlock them remotely. Pay friends directly from the . Deposit checks remotely. Set merchant and transaction alerts.
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.