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Our HawkSoft integration just got better

February 01, 2022 by ClientCircle

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Calling all HawkSoft users! We have a few enhancements you’ll want to know about.

Keep it at the top

If you use Sidecar, you can now pin it to stay on top of your other windows, making it easier to see what you’re working on in ClientCircle.

Don’t have Sidecar installed? It’s a complimentary tool available to all HawkSoft users. Check out this webinar replay to learn more about how it works.

Watch the video where our CEO, Torey Maerz, talks about Sidecar. Watch the whole webinar if you want to learn more about how ClientCircle and HawkSoft work together to help you grow your agency.

Download your Dave Ramsey leads

If you use our Dave Ramsey automation, you can now download new leads into HawkSoft and create new contact profiles for those leads.

Recognize the “Do not market” field

ClientCircle will now recognize the “Do not market” opt-out field in HawkSoft and unsubscribe these contacts from future emails and text messages.

See policy sub-statuses

Finally, you can bring policy sub-statuses from HawkSoft into ClientCircle to help you target your communications even better. For example, if a client's policy recently canceled due to non-payment, you can automatically follow up with them by email or text.

If you have questions about any of these features, reach out to your account manager for help.

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