Loading request...
The user is looking for a platform/app that they can use to make outgoing calls, receive incoming calls, send and receive texts including pictures. The platform needs to have an app usable on their personal cell phones, not only web based. They also want this platform to be able to capture lead generation, be able to create tags for clients, be able to put them in stages and create drip email campaigns.
Background - We own an accounting firm doing personal and business tax returns. We also do bookkeeping. Right now we use an app for our phone system....its terrible. They recently took away group texting and sending a picture via text. We use Canopy for our CRM, love Canopy but for now you cannot integrate any phone calls or texts or drip email campaigns within the CRM. We are looking for a platform/app that we can use to make outgoing calls, receive incoming calls, send and receive texts including pictures. The platform needs to have an app usable on our personal cell phones, not only web based. We also want this platform to be able to capture lead generation, be able to create tags for clients, be able to put them in stages and create drip email campaigns. Does anyone know a platform like this? I started looking at QUO and Dialpad but not convinced this is the perfect solution. I have worked in real estate in the past and used Follow Up Boss, it handles all of what I just named but is geared for real estate professionals. Hoping there is something similar for our industry or just in general to begin using. Thank you in advance for any advice you have.