We are back, with brand new features designed to streamline not only your client management experience, but also your team efficiency. Take a new spin with these updates!
Introducing a new tab for managing Contacts
Visualize from a single tab useful information and details about your contacts involved in the onboarding process.
Here are some of the actions you can perform from this section:
Get instant access to all your contact’s applications.
Update your contact information (name, email, phone number..).
Create a new application right from the contact’s card.
We added a new option to the messaging system. You can now choose to display your company contact details like a specific email address or phone number instead of using the inbox.
This way, you can have customers and contacts reach out through the most relevant communication channel for your business.
