Take client interactions to the next level with SAGE Workplace Client Text Messaging. This comprehensive solution is designed to help you stay organized, improve collaboration, and maintain seamless communication for your entire team. The Client Text Messaging feature is conveniently located within the Clients module of SAGE Workplace, giving you access to all your client information and communication tools in one place. Because Client Text Messaging integrates directly with the client data you already manage in SAGE, each message connects to the contact details and history you need, making it easy to stay informed and organized.
A personalized business phone number to use for sending messages or receiving calls
An unlimited number of users to access the tool
The ability to send an unlimited number of messages
Message history that will be visible for your whole team
1. Log in to SAGE Workplace and open the Clients module. If you are not already utilizing the Clients module, it's easy to get started! Learn more about SAGE CRM here.
2. Find the contact you wish to message or reply to from your Clients list, and select Message.
3. As long as that contact has a mobile number and has opted into text messages, you’ll be able to read and respond directly from the dashboard.
4. Every interaction will be logged automatically and made searchable for future reference.
Pro tip! You can receive message notifications to your desktop or mobile device to ensure you never miss one.
Get started with Client Text Messaging for $495 per year or $49 per month.
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