Skip to content

Send text from task comment to client phone

Your task comments for client outreach often miss phone numbers, causing showings and follow-ups to stall. Send SMS to clients and record each outreach automatically within minutes.

Send text from task comment to client phone

Overview

When an agent types a quick 'send text:' comment, this flow turns that instruction into an immediate client SMS and a single logged thread for brokers and coordinators. That reduces scheduling friction and ensures every outreach is recorded within minutes for easier follow-up.

Send text from task comment to client phone