Email, texts and notifications
The Inbox, your mailbox, texting, templates and every automatic message.
- Read and answer client emailYour mailbox's client email, read and answered in the system, each thread filed on the lead, contact, quote or order it is about.
- Connect your emailLink your own mailbox from Gmail, Outlook, Zoho, iCloud, Yahoo, GoDaddy or any provider, so quotes go out from you.
- Send an emailEmail a client from their lead, contact, quote or order, from a template or your own words, with files attached.
- Set your email signaturePull your signature from Zoho or Gmail, or paste it in, and it goes under every email you send from the system.
- Text a clientSend a text from a lead, contact, quote or order, or answer one in Messages, with pictures if you like; replies land back on the record.
- Phone calls on the recordCalls from RingCentral or Twilio are logged on the client's record, with recordings if you keep them; log any other call by hand.
- Email and text templatesWrite wording once and pick it when you email or text. A template is a notification set to By hand.
- The notification centerOne screen for every text, email and note the system sends: one card per moment, for the client and the team, automatic or by hand.
- Rules that run on their ownGive someone a task, set a field or send a notification when a record is created, changes status, or a date comes near.
- Team alerts and chat channelsChoose who on the team hears about each moment, and post the alerts into Google Chat, Discord or Microsoft Teams.
- Turn on client messagesThe go-live switch, test contacts, and the four things that decide whether a text or email reaches a client.
- The OutboxMessages that could not go on their own wait here, with the reason, for you to approve, reword or reject.
- Unsubscribe links and STOP repliesEvery automatic client email has an unsubscribe link and every automatic text takes STOP; the client's record updates itself.
- Set up the mail-in addressOne company address anyone can BCC or forward to, so an email lands on the record it is about, from any mail program.
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