Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Send customer mailings and record each confirmed send.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send approved customer updates to permitted addresses.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.
Reschedule customer texts and record delivery results.
Your team sees a new send time or a clear hold reason after a text changes, then the carrier's delivery result when it arrives.