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01/07/2021 BHPH Portfolio Reporting
Added Mid Atlantic Finance as company to BHPH Portfolio export reporting.
01/05/2021 Messaging CRM: Message Helper Library
We saw in the previous video how to use the Message helper to re-use messages for customers. This video show you how to add more categories and manage your messages in the categories.
01/04/2021 A Catalyst for success
As we start 2021, it is an excellent time to think in a new way. Leverage your experience, and let our software be the catalyst to accelerate your business forward. * Establish credibility with your customers through mobile conversations, and mobile STIPS collection. * Add more opportunity for your business with our integrated lead solutions. * Improve your customer engagement through our integrated Messaging CRM. * Gain agreement and close more deals with our Mobile Sharing of Payment Plans, and Electronic signatures. To learn more, please Book Now. We will share how the software can be a catalyst to propel your business forward.
12/29/2020 Messaging CRM: Using the Message Helper
As you start to chat back and forth with lots of customers, you quickly find yourself repeating the same questions, and giving the same answers to customers. And that is where the Message Helper will make your client communications better.
12/27/2020 Message CRM Attachments thumbnails
Attachments for CRM messages now include thumbnails. Now it is much easier to see what is included in each attachment.
