Conversations in Your CRM
The Conversations tab is where you manage all client communication in one place. You can send and receive text messages, emails, and chat messages directly inside your CRM. This keeps everything organized and ensures no message slips through the cracks.
Watch the Conversation Walkthrough
In this short video, we’ll cover:
- Reading and replying to client messages
- Switching between SMS and email
- Viewing message history with a contact
- Using templates for faster replies
Additional Conversation Resources
Quick Tips for Your Conversation Management
- Reply inside the CRM so your whole team can see the conversation.
- Use templates and snippets to respond faster.
- Check notifications daily to avoid missed messages.
