Chances are, you’ll need to stay in touch with your clients more frequently than before as the coronavirus situation unfolds. Here, we show you how Xplan can make that easier using the email and campaign functionality.
How Xplan can help you better communicate with clients:
Email clients directly and securely from Xplan - you can do it individually, or in bulk
Use the email templates to help produce consistent and regular communications from your team
Keep your records up to date by saving emails into Xplan using the Outlook Plugin
Use Advanced Search to group your clients for easy bulk communications
Use Campaigns to send and track your bulk email communications or if you are making phone calls, list and track the phone campaign
See it in action
Related articles from the Iress community
If you already have Xplan and need some more help to get the best out of it, you may find these articles useful. You’ll need to sign into the Iress Community to access them.
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