Distinguishes between 1st and 2nd appt
SMS and Email Reminders to You and Your Client
Tries 3 times by SMS and Two Times by Email
Auto Follows Up with Them If They Forget To Do It
Creates Notes and Raises Any Concerns Internally to Management
Comes with the Forms, Workflows and Training
Create Tickets and Assign Tasks
Stop clients from emailing and texting you directly!
Have your clients up and running by the time they are figuring out how to login for the first time
Proper DKIM, DMARC, SPF Records
MXA, MXB Records
Hit the Inbox from Day 1
Built on Make/Integromat
Raises an alert to the team if it gets stuck
Knows whether they are in the system already
Will auto retry if they don't answer
*$497/mo plan required