All features are included in your subscription.
- Emails sent 'to' or 'cc' will be displayed in the "Email Integration" tab. - Email from BlueDot our Outlook - Two way sync email - Add an appointment in BlueDot our Outlook - Two way syn calendaring - The integration requires you to have your own account in order to use the integration. (You are responsible for their fees). Office 365 Business Standard or Premium is required.
- Add an appointment in BlueDot our Google - Two way sync calendaring - The integration requires you to have your own account in order to use the integration. (You are responsible for their fees).
- Process payments online - Email invoices and get paid - Create a payment plan and let BlueDot and Stripe process your payments automatically - Use the link below for pricing and to sign up. If you process over 1M/year select the option to contact Stripe Sales for a volume discount CLICK HERE FOR PRICING AND SIGN UP INFO
- Use DropBox Sign templates. - Email DropBox Sign agreements from inside BlueDot for signature. - Store signed agreements as a PDF file in the client file automatically. - Automatic history of the transactions. - Easy to use UI and seamless automated workflow.
- Keep a log of the emails and text messages exchanged with your clients - Target a specic group of clients and send then a mass text or emails - The integration requires you to have your own account in order to use the integration. (You are responsible for their fees).
- Add BlueDot contacts into QB - Update existing BlueDot contacts into QB - Add invoices from BlueDot into QB. - Update existing BlueDot invoices into QB.