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