Keep customer details safe and your texts delivered.
- 1 paid per use
- 1 add-on
- Everything else in every plan
Everything in Privacy and security
Open a feature for the detail. The wallet mark means it is paid per use from your wallet at the published rates.
See wallet ratesHIPAA protectionsAdd-on
An optional add-on with a separate monthly price for US practices that handle patient information. It adds the agreement and account controls that kind of work needs. Talk it through with us before you store any patient health information in your account.
Texting verification
US carriers ask businesses to register before their texts are delivered, and this is where that registration and the toll-free checks happen. Our team helps you complete it so appointment reminders reach customers instead of being filtered. The cost of these checks is paid from your wallet.
Consent and opt-outs
When a customer replies to stop messages, they are taken off your lists straight away. Every change to their preferences is logged, so you can show when someone opted in or out.
Passwords and 2-step sign-in
Require strong passwords and a second sign-in step for every staff member. Even if a front desk password is guessed or shared, nobody gets in without the code from that person's phone.
Security practices
Get clear answers about how your data is stored and protected. If a client or partner asks how you keep their details safe, we help you answer them.
Change history
See who changed what in your account, and when. If a booking rule changes or a contact is deleted, you can find out which login did it.
Sign out everywhere
Sign a lost phone or a former employee out of every device in one step. When a technician leaves on a Friday, their access ends that day.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
How our team works- We set up staff roles so each person sees only what their job needs.
- We turn on strong passwords and 2-step sign-in for your team.
- We help you complete US texting registration so your messages get delivered.
- We set up opt-out handling so a customer who replies stop gets no more messages.
Works with
The areas this one hands work to, and gets work from.
Texts, email, and WhatsApp
Texting registration and opt-out handling help your text campaigns reach customers who still want to hear from you.Run by our team
Roles and support access set exactly when our team can enter your account.Contacts and CRM
Each contact record keeps its own consent history alongside the customer's details.Mobile app
Sign out everywhere ends access on a lost phone that has the app installed.
Text message marketing consent: what to collect
What written consent for marketing texts means under federal rules, what to record at opt-in, quiet hours, a rule that was struck down, and old lists.Email deliverability for a small business
Why small business email lands in spam, what Gmail, Yahoo, and Outlook now require, how to tighten DMARC in stages, and a checklist to reach the inbox.Business texting registration in the US, explained for owners
Why US carriers ask businesses to register before texting, what A2P 10DLC registration asks for, and the consent rules that keep your texts delivered.
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
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