Manage Conversations Easily with Your CRM Inbox

Managing your business messages can quickly become overwhelming without a centralized place to see and respond to them. Your CRM’s inbox is designed to bring all your conversations together so you never miss a message from a customer or lead.

📌 Why This Matters

Keeping all your communication in one inbox helps you stay organized and respond quickly. Whether customers reach out via email, SMS, or chat, having their messages in one place gives you a clear overview and makes follow-up easier. This helps build trust and keeps your business running smoothly.

✨ What’s New

• Unified Messaging: See messages from multiple sources like email and SMS all in one inbox, so nothing slips through the cracks.
• Conversation View: Replies and messages are grouped by conversation, making it simple to track the history of each interaction.

🛠️ How to Use It

1. Step 1: Open your CRM inbox where all incoming messages are gathered.
2. Step 2: Click on any conversation to review the full message thread and reply directly from there.
3. Step 3: Use filters or tags to organize conversations by status or topic if needed.

💡 Pro Tip

Responding promptly from one central inbox shows your customers you’re attentive and ready to help, which can lead to higher satisfaction and repeat business.