Answer every customer from a single inbox
Texts, emails, calls, website chat, and social messages all land in one threaded inbox, so your team replies fast and nothing gets buried in a personal phone.
The Problem
Customers message you everywhere, and you can’t keep up
A lead texts your business line, emails the office, and messages your Facebook page. Three people see pieces of the conversation, nobody sees all of it, and the customer feels ignored. Replies that take hours cost you the job.
How it works
Connect your channels
Link your business phone number, email, website chat, and social messaging so inbound conversations flow into one place.
Read the full thread per contact
Every message from a customer, regardless of channel, appears in a single conversation tied to their CRM record.
Assign and collaborate
Route conversations to team members, add internal notes, and see who’s handling what.
Reply on any channel
Respond by text, email, or chat from the same screen; the customer sees it on the channel they used.
What you get
Faster first response
One inbox with notifications means inquiries get answered in minutes instead of hours.
No more “did anyone reply to this?”
Read status, assignments, and shared visibility end the guesswork.
Conversations stay with the business
When messages live in the platform instead of personal phones, you keep the history even when staff changes.
Full context in every reply
Because the inbox is tied to the CRM, you see past jobs, quotes, and notes while you type.
A typical workflow
- 1
Inbound lead triage
New conversation triggers a notification, gets assigned to the right team member, and creates or updates the CRM contact.
- 2
After-hours acknowledgment
Messages received after close get an automatic acknowledgment with expected response time, then queue for morning follow-up.
- 3
Escalation to a human
When an automated or AI-handled conversation needs a person, it flags the team and hands off with full context.
Where it earns its keep
Home services
A plumbing company handles emergency texts, Google messages, and website chat from one screen, dispatching urgent jobs while routine questions get queued.
Real estate
Agents keep every buyer conversation, portal inquiries, texts, emails, in one thread per client, accessible to the whole team.
Professional services
An accounting firm centralizes client email and SMS so front-office staff can answer scheduling questions without forwarding messages to partners.
Related features
Frequently asked questions
SMS, email, website live chat, and common social messaging channels. During setup we’ll connect the channels your customers actually use.
Yes. Conversations can be assigned to specific team members, with visibility controls based on roles.
No. Replies arrive on the channel the customer used, a text looks like a text, an email looks like an email.
See Unified Conversations working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.