Clients

Managing Clients

• Import Clients from CSV or Excel
• Adding Clients & Contacts
• Create and Manage Views
• Managing Client Info & Activity
• Organizing Clients for Easy Categorization

Client Communication

• How to Enable SMS Opt-Ins for Transactional SMS
• Message Your Clients with Calls & Texting
• Using your Inbox for Client Management & Communication
• Automatic Client Messages
• Managing and Sharing Documents