Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send handoff notes with files to colleagues from the same note.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Email ready handoff notes to named contacts and log each response.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Turn agreement requests into manager signing invitations.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Turn client contract requests into sent agreements and follow-up dates.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Show confirmed visits on the calendar and flag missing addresses.
Your clients get a personal appointment confirmation email after staff agree on a booking, with a link to check the details.