Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
Send messages, sign documents, and automate alerts
Communicate with clients through instant messaging. Send and receive e-signatures for documents. Set up customized automated notifications based on industry-specific needs. Collaborate in real-time across desktop and mobile devices.
Send and receive text messages using an existing landline phone number on a mobile device or computer. Send group messages with BCC functionality. Save and reuse frequently sent messages. Schedule messages for later delivery.
