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Client Engagement Tools

4 articles

How to edit client details

Last Updated: November 22, 2022

In order to communicate with clients it’s best to paint a detailed picture of them. With Lenzvu we can help you paint that picture of your clients so you can...

How to opt-out clients for emails and sms

Last Updated: April 13, 2023

Sometimes clients don't want to be nailed with promotions and constant communications. The LenzVU platform can allow you to opt-out clients so they won't be annoyed. Continue to read below to see the step-by-step process.

How to tag clients

Last Updated: April 18, 2023

Add tags to clients to easily group them together. Use the tags to segment clients and set automations around.

How to generate engagement reports

Last Updated: April 14, 2023

Take a deep dive into your clients' engagement to unveil retention and sales opportunities. Our software finds patterns in client behaviors to give you real-time data-driven insights.