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.
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 communications with a second . Receive calls and messages separately. Set up virtual numbers for different purposes. Integrate with calendar for scheduling. Access contacts and files securely. Send and receive faxes. Make international calls.
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.
Grade assignments with annotations, rubrics, and feedback options. Communicate via announcements, discussions, and messages. Update content by adjusting due dates, publishing assignments, or editing text.
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 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 campaigns and automate tasks. Add contacts via device or scan business cards. Track campaign performance and customer interactions. Send personalized emails and manage subscriber lists. Integrate with CRM tools for customer engagement.
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.
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.
Set up a new local number for texting and contact management. Send unlimited texts and create a custom voicemail. Manage contacts, receive calls, and use mobile tools for communication.