Running a small business means keeping tabs on everything – from inventory to customer conversations. Having a built-in tool to manage your messages makes staying connected simple and efficient.

📌 Why This Matters

Managing customer messages in one place helps you respond faster, keep important details handy, and create stronger relationships. Instead of juggling emails, texts, and chats separately, having everything organized saves time and reduces missed opportunities.

✨ What’s New

• Inbox Integration: All your customer messages – whether from email, SMS, or chat – come together in one easy-to-navigate inbox.
• Message Categorization: Easily label and sort conversations based on topics or customer status to keep things orderly.

🛠️ How to Use It

1. Step 1: Access your CRM messaging area where all incoming and outgoing messages appear.
2. Step 2: Use filters or labels to organize conversations by project, urgency, or customer type.
3. Step 3: Reply quickly to messages right from the inbox without switching tools.
4. Step 4: Review past messages before calls or meetings to be well-prepared.

💡 Pro Tip

Keeping all your customer communications in one place can help you respond promptly and build trust, leading to more repeat business and referrals.