ClickSend text reminders that keep clients moving

Ideas to put to work

Short, timely texts that get clients to act.

• C

  Missing documents requested by text

  Sofia checks the client's SharePoint folder for missing documents and texts a reminder through ClickSend, with your approval.

• C

  Appointment reminders the day before

  Sofia reads tomorrow's client meetings in Outlook and sends each client a reminder text, with your approval.

• C

  Overdue invoice nudges

  Sofia reads overdue invoices in QuickBooks and sends each client a polite text reminder, with your approval.

• C

  Texts logged on the client record

  Sofia looks up past texts to a client and logs a summary as a note on their HubSpot contact, with your approval.

Works well with

• Microsoft SharePointMicrosoft's intranet sites, document libraries and lists
• Microsoft OutlookMicrosoft's email and calendar
• QuickBooksAccounting software for small and mid-sized businesses
• HubSpotCRM and marketing platform for growing businesses
• SlackTeam messaging in channels and direct messages
• Microsoft TeamsMicrosoft's chat, channels and meetings hub
• DiscordCommunity chat with servers, channels and voice
• DiscourseCommunity discussion forum software