New: the $2,500 CRM System→
Integrations/Email, calendar & messaging
Built into the portalRuns in 2 builds

Twilio.

SMS alerts, appointment nudges, daily balance texts and text-back commands.

How it connects

  1. 1

    Trigger fires

    a meeting, a stall, a balance

  2. 2

    Text composed

    short and specific

  3. 3

    Sent via Twilio

    from your number

  4. 4

    Replies understood

    text BALANCES, get balances

portal.yourcompany.com/admin

Integrations

Twilio

Running

Your portal

Phone

viaTwilio
1

Trigger fires

a meeting, a stall, a balance

2

Text composed

short and specific

3

Sent via Twilio

from your number

4

Replies understood

text BALANCES, get balances

Live simulation · illustrative data

And here's what you see.

Twilio, inside the portal — no tab switching.

portal.yourcompany.com/admin

Alerts

Text alerts

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Your Company

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