Keep customer follow-ups organized.
Carry payment promises, disputed invoices, and relationship context from one review to the next.
- TodayAsk an assistant to review an invoice report you provide and draft a follow-up plan.
- Save the decision“This customer promised payment Friday. Don’t send a reminder before then.”
- Next weekAnother authorized assistant retrieves that note and helps prepare the next follow-up.
The relationship history stays with your business.