Log outbound client texts to CRM and archive email
Log outbound client texts to CRM and archive email
Unlogged outbound client SMS leave you without conversation history for compliance and advisor follow-up. Logs go on the client record and are emailed to your archive within minutes.
Overview
Stop letting outbound client texts fall out of the record—your advisors and compliance officers will see every conversation in context. Conversations are appended to client records and emailed to your archive within minutes, simplifying audits and client follow-up.