Compli-Text Launcher — Performology

Pushes a client's name and phone number from Performology Leads and Retain into Hearsay Relate with one click.

Compli-Text Perform Launcher adds a TEXT button to Performology Leads and Retain, including renewals, cancellations and pending cancels. One click opens Hearsay Relate with the client's name and phone number already filled in, so producers and service staff can start a text without copying and pasting. Each user adds their own Hearsay URL in the settings. If an existing Hearsay contact has a phone number saved as its name, the extension fills in the correct name. It never overwrites a real name. Requires an active Performology account and Hearsay Relate. Compli-Text is an independent product and isn't affiliated with Performology or Hearsay.