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Create CRM text message log linked to client

Create CRM text message log linked to client

You get client SMS about claims and appointments across phones, making it hard to track conversations and deadlines. Centralize texts on the client record for full transcripts and same day responses.

Create CRM text message log linked to client

Overview

Inbound client texts often live on phones and create gaps in case files; this flow captures every SMS and attaches it to the client record so case managers always see full transcripts. That yields faster same-day responses and complete claims documentation for intake and billing.

Create CRM text message log linked to client