View account history and check balances. Transfer funds or make loan payments. Deposit checks using CheckSnap. Approve business ACH and wire transactions. Use existing online banking login credentials.
Manage client interactions with contact organization, note-taking, and tagging. Send personalized SMS and campaign messages. Schedule and make high-quality calls. Track follow-ups with built-in planning tools.
Track underpaid claims and manage leads with industry-specific tools. Generate detailed reports for behavioral health. Integrate with existing software and data. Simplify admissions workflows with the iVerify plug-in.
Manage accounts, track expenses, and access capital
Manage accounts with real-time balance checks and transaction history. Send and receive payments, schedule transfers, and view detailed financial reports. Access tools for budgeting, invoicing, and expense tracking.
Interactive text message marketing tools for businesses.
The app provides interactive SMS and MMS marketing tools for businesses to communicate with clients via text message. It allows users to send and schedule messages, manage contacts, and access campaign analytics.
Manage bookings, track property availability, and handle guest communications. View real-time occupancy data, generate reports, and send messages to guests. Access property details and update information directly from the .
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Manage team projects with integrated document sharing, messaging, and call features. Collaborate in real-time with customizable workflows. Secure communications with enterprise encryption and privacy controls.
Make and receive paid voice or video calls and text messages. Set custom rates for messages and call minutes. Notify users of availability. Refund payments to other users. Manage attention-based communication and transactions.