CRM feature
One thread per person, no matter how they reach you
A customer emails, then texts, then messages your Facebook page. Without a shared inbox that is three half-conversations in three tools, and somebody answers the wrong one twice.
- Every channel
- Shared across staff
- Full history
- Mobile access
Lead inbox — illustrative demo
- DW2m
Derek Wallis
Water heater, no hot water
Local Service Ads - MA18m
Maria Alvarez
Quote for repipe
Website form - RT1h
Ray Tolliver
Asked for Thursday
Missed call text-back - SK3h
Sandra Keye
AC tune-up promo
Meta lead form
Capability
Channels and controls
- Email, SMS, web chat, Facebook and Instagram messages
- Call logs, recordings and voicemails on the same thread
- Google Business Profile messages and reviews where connected
- Assignment and ownership so two people do not reply at once
- Internal notes visible to staff only
- Snippets and templates for repeated answers
- Unread, snoozed and resolved states
- Search across every conversation
- Mobile app access for the field
- Full history carried onto the contact record
Nothing falls through
Unassigned and unanswered threads are visible, not buried in someone's personal inbox.
Context on arrival
Whoever picks it up sees every previous message, call and appointment.
Handover is clean
Staff change, holidays happen; the conversation history does not leave with them.
Limits and honest caveats
- Social channel connections depend on your Meta or Google access staying authorised
- Some platforms restrict how long after a customer message you can reply
- Call recording availability and consent rules vary by state
FAQ
Common questions
Let's map the fastest path to more booked work.
A 30-minute call: what you sell, where leads come from today, and which two or three moves matter most this quarter.