Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
Daily and organizer integrate , tasks, and agenda for scheduling meetings and managing priorities. To-do list allows task creation, prioritization, and progress tracking. AI-powered tools suggest schedules and streamline workflow across devices.
Manage email and SMS/Viber campaigns by creating and sending them from iPhone or iPad. Add and view subscriber lists, manually input emails, and track opens and clicks with detailed analytics.
