Respond faster across chat, email, and calls. Show progress with proof and keep families informed and loyal.
Route every message into one governed workflow with auto triage, SLA timers, and an audit-ready timeline. Capture email and messenger requests as tasks and keep the full history in one place.
Run one queue for coordinators with conditional lists. Drag cards between lists to update owners, priorities, or statuses automatically—no copy-paste or manual edits.
Use data tags for time, feedback, and finance. Build live dashboards and reports for satisfaction, response times, and renewals. Keep audit-ready records for every case.
Enable email to ticket and messenger capture. Start SLAs and ownership immediately. Share your first progress update via Client’s Dashboard in minutes.
Unify scattered channels with email and messenger intake. Align messaging using templates and the Client’s Dashboard. Replace manual reporting with data tags, calculated fields, and dashboards for live KPIs.
Connect messengers, email, calendars, storage, and telephony. Keep every conversation and booking in one place.
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