Astute Theory Platform

The Right Message At The Right Time

Create the right message for your clients and team exactly when they need to receive it. Completed integrated with platforms like Microsoft and Google, its everything in the one place.

Recipients

Attach as many email recipients that are required directly from your email contact list

Email Templates

You can build and use your standard email templates so that your clients get the same message irrespective who is sending the email within your organisation

Email Body

Make changes to your email template or start writing your email from scratch

Shortcodes

Use data that you have clients to automatically fill in parts of your email that are relevant to the client.

Recipients

Attach as many SMS recipients that are required directly from your contact list

SMS Templates

You can build and use your standard email templates so that your clients get the same message irrespective who is sending the email within your organisation

SMS Body

Make changes to your SMS template or start writing your SMS from scratch

Shortcodes

Use data that you have clients to automatically fill in parts of your SMS that are relevant to the client.

Email Integration

View your inbox, send an email and save important emails.

Saved Emails

View saved emails that have been linked to an activity.

Tags

Select the segmented clients that you would like to send an email to

Recipients

Edit your recipients list based on the selected segment

Email Templates

You can build and use your standard email templates so that your clients get the same message irrespective who is sending the email within your organisation

Email Body

Make changes to your email template or start writing your email from scratch

Shortcodes

Use data that you have clients to automatically fill in parts of your email that are relevant to the client.

Note Creation

Create a note as a reminder for yourself, your team or mention a team member.

View Notes

View all the notes from your entire team that related to the client you are viewing

Mention Note

View when a team member has been mentioned on a note

Notification

Every time you recieve a mention you will get a notifaction so you wouldnt miss a thing