NAV

Document Signing and Business Texting to Engage your Customers

Significantly improve your communications using innovative business texting solutions for document signing and customer service

Send It By Text Features & Benefits

System

Feature	Benefit
Private/white label system	Use your company domain to host SIBT (e.g. app.yourcompanydomain.com)
Full featured CRM	Fully customizable to meet your operational needs

Pricing

Feature	Benefit
No per seat or per user fee	Deploy to all users in your organization at no additional cost
Usage based pricing	Pay for what you use, month to month, no long-term commitment
Volume based discounts	The more you use it, the less you pay

Document Signing

Feature	Benefit
Sign by email, text or both	Your customer always gets the signing request no matter what
1-Click Sign^sm	Sign multi-page, multi-signature documents easier on mobile devices
Bulk/Batch document signing	Get the same document signed by a large group of people in one step
Order of signing	Dictate who signs in a specific order (up to 4 signers per document)
Integration with your CRM	Perform document generation and signing without exiting your system
Frequently used document templates	Send templated documents for signature from a desktop or mobile phone
Comprehensive reporting	Track signed, unsigned, opened, and failed signature attempts in real time

Group Messaging via Text, Email or Both

Feature	Benefit
Hybrid drip email & text campaigns	Send a series of messages to your filtered list via text, email or both
Hybrid group messaging	Send messages to your filtered list via text, email or both
Scheduled group messages	Dictate the timing and delivery method of your group texts or emails
Comprehensive reporting	Track delivered, failed, and undelivered text and email messages
Use master company or user emails	Your contacts get campaign emails from familiar addresses
User level message campaign schedule	User’s can control their own campaigns or use a company schedule
Holiday and birthday messages	Interact with your contacts on special days to raise brand awareness

Business Texting

Feature	Benefit
Customer service by text	Contacts interact with your team easier, in real time
Private texting numbers	Employees shield their personal mobile numbers
Precomposed messaging	Streamline & standardize corporate communications
Text history and audit trail	Company has oversight into employee communications
Scheduled texting	Dictate timing of customer engagements
Mobile access	Use on desktop or mobile devices

Business Email Integration

Feature	Benefit
Segment emails by contacts	House email communications within contact records
HTML enabled newsletters	Send email campaigns to groups, or the entire contact database
Email to text	Respond to text messages directly from corporate email using 'reply'
Text to email	Send text to an email address if contact’s mobile number is unavailable

Calendar/Appointments

Feature	Benefit
Sync your calendar	Real time, two-way sync with major calendars (Google/Microsoft/Apple)
Open times calendar appointments	Contacts can initiate appointments using existing open calendar times
Text/email appointment reminders	Increase show rate to your appointments via text reminders
Cross check colleague open times	Only show times you and selected colleagues are available
3^rd party vendor appointment support	Initiate and control appointments with 3^rd party vendors on a client’s behalf

By the numbers

94%

of text messages are read within 1 minute of delivery

63%

of respondents would switch to a company that offered text messaging as a communication channel

78%

of consumers say text messages are the fastest way to reach them

75%

of respondents find it helpful to receive texts for appointment reminders

Effective Text-Based Solutions

Send It By Text (SIBT) is fast, convenient, and scalable text-based communication software that can be fully integrated via API with your CRM platform.

It’s great for:

Document Signing
Google Reviews by Text

Communicate with clients whenever and wherever

This distinct advantage enables your company to provide a superior client experience over email and voicemail. With SIBT, your company benefits from faster messaging, better prospect penetration, smoother onboarding processes and seamless client interactions.

Engage with the next generation of customers

Millennials and Gen Z are the largest generations in the workforce, and their preferred method of communication is TEXT. And for good reason – it’s quick and easy! It’s simply logical to engage with your customers via the channel they prefer.

Improve business efficiency and productivity

SIBT offers a unique suite of business texting products that remove the operational friction in your sales and communication processes, such as waiting on clients to confirm appointments or sign documents. With SIBT, you can recapture the lost productivity that comes from clients simply not seeing your messages timely.

Innovative solutions that enhance the user experience

SIBT offers an innovative suite of text-based solutions for the four areas most companies experience operational friction. These products are not found together in any other software or CRM, and you choose only what you need. Best of all, they effortlessly integrate into your software platform via API.

ELECTRONIC DOCUMENT SIGNING

Documents get signed and returned faster

Sign documents by text (or email) using various signing protocols such as 1-Click-Sign^sm and Hand Sign
Save frequently used Document templates
Enables one-click signing for complex documents
Send reminders via text for documents not executed right away
Add multiple signers to a single document
Send documents for signature right from your mobile phone

Click to download our brochure

BUSINESS TEXTING

Messages get read and returned faster

Text from your existing landline business phone numbers
Create and select pre-composed messages with personalization
Schedule texts with repeat frequencies
Message through a Virtual Private Phone Number (VPN)
Deliver a text message to any contact with an email address
Send and receive images and PDFs via text

Click to download our brochure

APPOINTMENT SETTING AND REMINDING

Appointments are set and acknowledged faster

Send Text based appointment reminders
Calendar sync with the most popular calendar platforms
Appointment verifications and confirmations
Add/Invite multiple people to multi-person appointments via text or email
Add 3rd Party Vendors to appointments
Send pre-composed appointment reminders, subjects and notes

Click to download our brochure

COMPANY OUTREACH

Effective automated messaging

Send interval spaced messages to large groups with DripText^℠
Trigger messages via text or email by status, group, and date created
Automate follow-up to prospects from an advertising campaign
Use ClientTouch^℠ to send custom birthday and holiday greeting cards
Use Client Reengagement Messages to reconnect with inactive customers
Send relevant messages to a pre-filtered group of contacts with Group Texts

Click to download our brochure

“Since using Send It By Text, we have seen a major difference in our success rate at reaching candidates and getting call-backs. This technology allows our recruiters to build relationships without sharing their personal cell phone numbers, and it allows the leadership team to track productivity. Our recruiters have an edge over competitors by being able to speak to and source more candidates, which has dramatically increased productivity.“

Carrie Charles
CEO Broadstaff

"Send It By Text has been a game changer in how we interact with our clients. From the robust functions it offers, and the simplicity of user interaction, it takes our efficiencies as a business to another level! If you’re serious about moving your business forward, and touching clients on an ongoing basis is important to you, look no further. Send It By Text is the platform for you!"

Adam Rubenstein

"We have used this program for the better part of a year, and have found company production has increased. We are able to communicate immediately and more frequently as well as send documents for signature. This technology has helped ease the way we communicate with our clients. If your business is run on a need for constant communication, we know that this technology can and will deliver."

Christopher Ligori
Attorney, Founder at Christopher Ligori & Associates

"Florin Roebig started using Send It By Text in lieu of DocuSign a few months ago, in order to streamline the document signature process and improve the communication with our clients. Send It By Text offers integration with Salesforce, which is a plus. Our experience has been a positive one so far. We have been particularly impressed by the flexibility of their solution, and by their customer service quick response time. If you are looking for a simple but effective solution to stay in touch with your clients, you should consider adopting Send It By Text."

Valentina Tarozzi
CFO, Florin Roebig PA

Let's Connect!

Full Name

Email Address

Phone Number

Message

By providing us your mobile number and/or email, you opt-in and agree that ClientConnect, Inc. dba Send it By Text may send you periodic email, SMS or MMS messages containing but not limited to important information, notifications, updates, and other time sensitive notices. You may opt out of receiving email, SMS/text messages from us by replying with the word STOP or stop at any time or clicking on the unsubscribe link contained at the bottom of our emails. For SMS/MMS help reply with the word HELP or help to any text message you receive from us. Message and data rates may apply. You also agree to notify us of any changes to your email or mobile number and update your account with us to reflect this change. Data obtained from you in connection with this SMS service may include your cell phone number, your carrier's name, and the date, time and content of your messages, as well as other information that you provide. We may use this information to contact you and to provide the services you request from us. By subscribing or otherwise using the service, you acknowledge and agree that we will have the right to change and/or terminate the service at any time, with or without cause and/or advance notice. If you have any questions please call us at 800-800-4045.

Type This Number