We have about 300 clients with trust replenishment requirements. Some respond to texts, which is tedious because they have to be done individually. Some respond to emails. Some respond to phone calls. Does anyone have a method, process, or system that they are using to keep track of responses and/or payments so next steps can be easily and quickly determined?
Best answer by Sara Sultan
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Hello Koreen,
I love this topic! I am interested to hear what other firms are doing to track this. I am making sure that our Product team sees this post. Hopefully we can come up with a solution to this within Smokeball Billing. I see that you also already submitted a feature suggestion to us. Thank you so much for doing that.
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