Create Follow Up Boss task for new Wave customer
This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss IntegrationsWave simplifies your finances by bringing together all your accounts, bills, expenses and invoices in one place. Get a complete view of your cash flow at a glance, and always know where you stand.
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