CRM module
Template email and SMS triggered by status change
Automate your communications in step with how your files progress. At every status change, the CRM sends the right email or SMS, with the right message, at the right time. Your customers stay informed with no effort on your part.
The module
The right message, at the right time
Prepare your email and SMS templates once, link them to a status, and let the CRM handle the sending automatically.
Messages that send themselves
- Ready-made templates — write your standard messages once and for all.
- Triggered by status — sending starts as soon as the file moves to a new stage.
- Email or SMS — pick the channel that best suits each situation.
A customer relationship well looked after
By keeping your customers informed at every stage without any manual work, you build trust and deliver a professional experience, while freeing up valuable time for your teams.
- Customers kept informed continuously
- Considerable time savings for your teams
- Consistent, professional communication
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