Keeping in touch with your customers should be simple and organized. With the inbox feature built into your CRM, you can manage all your messages from one place, making it easier to stay responsive and keep track of conversations.

📌 Why This Matters

When your communication channels are scattered, it’s easy to miss important messages or lose track of customer details. Using a centralized inbox helps you stay on top of your interactions, respond quicker, and maintain a clear record of every conversation. This organized approach means happier customers and smoother business operations.

✨ What’s New

• Unified Messaging: You can now view and reply to messages from email, SMS, and other platforms all in one inbox.
• Easy Filtering and Searching: Quickly find conversations by name, date, or message content to save time looking for specific information.
• Message Read Status: See which messages have been read or still need your attention to ensure you never miss a follow-up.
• Direct Replies: Reply to customers right from the inbox without having to switch between different apps or tools.

🛠️ How to Use It

1. Step 1: Access your CRM inbox from the dashboard where all your messages come together.
2. Step 2: Use filters or the search bar to find specific conversations or customers.
3. Step 3: Click on a message to read and reply instantly, keeping the conversation going smoothly.
4. Step 4: Mark important messages or flag those that need a follow-up, so nothing falls through the cracks.

💡 Pro Tip

Consistently responding to customer messages through your CRM inbox can improve relationships and lead to repeat business by showing that you’re attentive and reliable.