Select your very own virtual phone number or port in your own existing landline. Either way, it is included in the cost.
Bring your employees into the conversation together by allowing them to all communicate over text with a shared message pool.
Our sharing system allows for one or more users to be listed as the Helper for a specific customer for any time period. This means only they get notified of new messages from the customer while they are listed as available. If they go unavailable, then new messages will go to others to help that customer.
Messages are viewable across the team as well as who sent each message. Messages cannot be deleted for audit reasons and will be stored for at least 7 years.
Create and use message templates to keep brand consistency regardless of who sends the message.
Business users are often adept at making lists in spreadsheets so we made sure it was that easy. Create your own list and add your customers manually or simply import a spreadsheet with your customer list . Learn more here.
Many ERP systems allow customers to export a list of customers to contact. Whether it be a doctor exporting tomorrow’s appointments or a dry cleaner exporting tomorrow’s ready-for-pickup items, these lists can often be imported directly into Hoptree.
Customer records are easy, they just require a name (First/Last or Business) and a mobile phone number. But they are flexible enough to store the customer address, email address, and more as needed. Also, this is the place where customers are marked if they opted out of texts.
Underneath one customer record can be several contact records, allowing you to group contacts together logically. When you search, individual contacts will show up in your search results but the customer record will tie the contacts together.