Empower client-facing employees to build personalized mobile-first digital relationships with their customers across SMS, WhatsApp, voice, and chat.
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COURTNEY MUNROE
RESEARCH VP
Accelerate deployment with a pre-built mobile app and web interface that supports channels like SMS, WhatsApp, voice and chat.
Customize workflows to fit your unique business needs, maintain visibility with fully archived conversations, and support employee privacy with anonymized numbers.
Integrate with your CRM to pull in client lists, provide employees with branded templates and support rich engagement like images and emojis.
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Sales
Salespeople are often mobile. Enable your team to maintain client relationships over mobile-first channels while maintaining security and compliance.
Relationship Managers
Integrate with your CRM to pull customer lists and insights directly into relationship managers’ application to drive seamless contextual conversations.
Clienteling
Capitalize on the digital opportunity for clienteling by supporting on-the-go or on-the-floor mobile-first communications between employees and their clients.