Stay Ahead of the Curve
Messaging with Your Customers
Communicate with your customers where they are looking and in a reliable, secure, and documented way
- Contact Management and Messaging in One
- Automated and recurring messaging can be built into workflows for continuous follow-up
- Improve BHPH collections with our Automated Payment Reminders and Payment Collection Links
- Mobile conversations with history and Message Helper
- Alert staff with Text and Email messaging for critical tasks automatically
- eCRM and Messaging integrated with solution
Marketing Automation Feature Breakdown
Automated Workflows for Sales, Service & Operations — build repeatable, scalable execution processes for every team
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Integrated CRM + Messaging — seamlessly connect tasks, conversations, and campaigns in one system
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Digital Marketing Suite — reach the right audience with built-in email campaigns
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Smart Follow-Ups & Lead Nurturing — schedule personalized communications and convert more leads
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Drive Accountability with Workplan Views — managers and staff stay aligned with real-time task tracking
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Create Customers for Life — keep clients engaged post-sale with automated follow-up sequences
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Boost Closing Rates with Guided Sales Processes — use workflow automation to ensure timely touches and next steps
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Schedule Automated Service Reminders — re-engage customers after completed service orders
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Trigger Customer Review Requests Automatically — generate more reviews without manual follow-up
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Create & Assign Tasks by Workflow Phase — automate handoffs and responsibility across departments
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One-View Staff Management — assign, monitor, and coordinate tasks by individual or location
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Efficient Task Execution via Groups & Roles — simplify multi-role coordination through dynamic workflows
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Reduce Manual Labor with Automation — save time and eliminate repetitive task creation
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Prospect Workflow Templates — guide sales reps through proven follow-up strategies
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Built-In Operational Plans — deliver installation, onboarding, and execution steps automatically
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Maintain Brand Consistency — ensure every customer touchpoint follows the same process
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