Running a small business means juggling many tasks, especially when it comes to keeping up with customers. Having a way to organize and track every conversation can help you build stronger relationships and save time.

📌 Why This Matters

When you have multiple conversations happening at once—whether through email, SMS, or phone calls—it’s easy to miss important details or forget to follow up. Organizing all these interactions in one place helps you stay on top of customer needs, respond quickly, and make your customers feel valued.

✨ What’s New

• Unified Inbox: See all your customer messages from different channels combined into a single inbox, so you never miss a conversation.
• Conversation History: Quickly review past chats and calls with each customer to understand their history and preferences.

🛠️ How to Use It

1. Step 1: Open your CRM’s messaging section where all customer conversations are collected.
2. Step 2: Click on any message or call log to view the full conversation history with that customer.
3. Step 3: Respond directly from the inbox to keep communication quick and easy.
4. Step 4: Use labels or notes to mark conversations that need follow-up or special attention.

💡 Pro Tip

Consistently tracking and responding to your customer conversations in one place helps turn inquiries into loyal repeat customers and increases your chances of making a sale.