Posts by terrence


Track client text messages

Track client text messages


Posted By on Dec 6, 2013

The iPhone applications allows you to send and receive text messages to clients.  All text messages are stored in the firm’s database and daily usage reports are emailed to track client communication.

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Business contacts separation

Business contacts separation


Posted By on Dec 6, 2013

Separate your client communication from your personal communication by moving your business contacts to the Notegrove iPhone app. Notegrove will sync your client contacts for access throughout the firm.

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Maintain records

Maintain records


Posted By on Dec 6, 2013

All messages sent and received using either the Notegrove web or iPhone application are stored in your firm specific cloud instance.   The track screen in web application allows a user to view messages sent on the platform.

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