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Create CRM note from incoming client text messages

Create CRM note from incoming client text messages

Your client texts sit outside contact records, leaving conversations untracked and follow-ups delayed. Capture texts as CRM notes so advisors can respond and document interactions the same day.

Create CRM note from incoming client text messages

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Overview

When client texts are not recorded, advisors lose conversation context and compliance reviews become harder. This flow captures inbound texts as CRM notes and emails a summary to your inbox so advisors have full context and can follow up the same day.

Create CRM note from incoming client text messages