Frequently during inclement weather, unforeseen circumstances or a basic need to notify all Clients of important information, it is hard to ensure all information gets out in a timely manner. The Messages module allows your company to send important information to all Clients, a specified group of Clients or individually selected Clients with just a few clicks of a mouse.

Partner Customizable Settings & Features:

  • Selection of groups of clients to notify based on required demographic information
  • Every Message is stored in each Client’s CRM note section
  • The Message can be sent to all Clients regardless of their use of the Client Mobile application
  • Limit which users have access to send Messages
  • Create a list of “Defined Messages” that can autofill and be used repeatedly for common information
  • Automatically create follow-up Tasks regarding a Message sent to clients

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