Templatize your outreach
Save time with custom message templates. Create and save your frequently used client messages to quickly send compliant communications that reflect your unique practice style.
1
Streamline your outreach
Streamline routine updates like birthday wishes, market updates, and e-signature requests
2
Quick and efficient
Respond quickly to clients after meetings with templatized follow-ups and next steps
3
Appointment confirmations
Send appointment confirmations instantly, reducing scheduling back-and-forth and no-shows
Create simple and efficient templates
Once you create a template, it joins your library. Making it easy to create, re-use and re-send frequently used messages that best fit your practice and workflows.
Make time for the things that matter most
Boost efficiency with templates, allowing you to save precious time and focus on client relationship building.