Reminders and bulk sends, only after you approve.
Schedule a message to a client group at 6:30 every evening, a payment reminder for tomorrow morning, or one message to a list of clients or candidates. Amounts and dates are filled in from the project, and nothing goes to a list until an owner approves it.
Follow-ups depend on someone remembering to send them, and reminders typed by hand carry the wrong amount.
Filled from the record
Write 'Hi {first name}, {amount} is due on {date}' once; each message carries the right figures. If a figure is missing, the message waits instead of going out blank.
Approval before any list send
A list send is held until an owner approves it with a code, then goes out at a measured pace.
Respects 'stop'
Anyone who replies STOP gets no more automated messages, and follow-ups stop on their own when the client replies.
How it works
- Write the message once, with the details you want filled in.
- Pick a group, a client, or a list, and a time.
- Approve list sends from your phone.
- Every send is saved on the client's record.
Will messages go out at night?
Automated messages wait for daytime unless you schedule a specific time.