Email / Text / Chat – External Client Message log

Contact External Messages log

Contact External Messages log

Log Message Chats & Emails between you and your client

You communicate with your leads & Sellers & Buyers in a number of ways. On your phone you might call them, or email them, or text them.  Using email or text messages, when you communicate with your Sellers and Buyers thru TransactionPlan – every message you send is saved to a history log that protects you in the event of misunderstandings in the future.  As your clients read your messages, as they respond back to you thru TransactionPlan, their responses are saved to the log as well.
>> Company-wide Client database