Just a few ways Bridge will empower your agency…
View advanced caller info for every call including client details from your management system.
For many, instant is where it’s at. Live Chat on your website lets you capture and nurture leads, and integrate them into your management system.
Automatic Activity Creation
Automatically create client activity in your management system, including a link to call recordings.
Capture text messages, images, faxes, files and more directly into client activity.
Add e-signature to any document, see if the document has been opened and/or signed, and export it directly into your management system.
Send/Receive Encrypted Files
Securely share files and documents, both internally and with clients. Large files are no problem with Bridge.
Fax from any or all of your office phones. Send, receive and export with one click to your management system.
Advanced Text Messaging
Send/receive texts (with photos) from any business line. Document them all in your management system.
Visual Call Center
Easily see who’s on the phone and who’s available. Give managers the ability to listen in, whisper and help as needed.
Chat and web form data provide valuable leads. Capture them all in your management system.
You’ve never seen printing like this! With Bridge, anything you can ‘print’ can go directly into the client’s file.
Connect on a Personal Level
Create impossible-to-ignore video proposals and video messages. Export them with one click to the client activity in your management system.
This is only a hint of the ways that Bridge’s robust features can transform your office into the lean, efficient selling operation that you know it can and should be. Plus, we know that every agency is unique—your needs may be totally different than other offices. That’s why we provide a free demo that’s custom-tailored to the things that will benefit you the most. Seeing is believing.