This section lets you manage and stay in touch with leads, clients, and prospects via messages and emails. You can monitor all inbound and outbound communication, including calls, texts, and emails. If you have social media integrations set up, such as Facebook, WhatsApp, or Google My Business, the CRM brings all your communications together in one place.

✍️Note: Access to certain components may vary based on user permissions.

Create a New Message

Reach out to existing contacts or leads by sending a new message, whether through SMS, email, or other integrated messaging channels. Handy for following up, sending reminders, or starting new conversations.

Use the Search Bar to quickly find conversations by entering a name, email address, or phone number.

Bulk Actions

Click the top box to select all conversations, or select individual chats by ticking the relevant box. You can then mark messages as read or unread, delete conversations, or star and unstar messages in one go.

Filters

Apply a quick filter to adjust your view based on what you need right now, making it easier to manage and respond to different types of conversations.

Sorting

You can customise how your conversations are displayed using the sort feature.

Conversation Type

Choose your preferred view by selecting from filters such as Unread, Recent, Starred, or All Conversations. These filters work across both the Team Inbox and your Personal Inbox.

  • Unread Tab: Displays incoming and marked unread messages that require attention.
  • Recent Tab: Shows recent interactions to ensure timely follow-up.
  • Starred Tab: Access conversations marked as important.
  • All Tab: Provides a comprehensive list of all conversations. Scroll through or use the search bar to find specific interactions.

Views

Create views to save your most-used conversation filters as reusable views, so you can switch focus instantly without rebuilding criteria each time. By default, views are private and visible only to the person who created them; administrators can share views with other users from the view menu.

Conversation Header

The Conversation Header gives you an overview of your current interaction. It includes:

  • Conversation Filters: Apply filters to see conversation activity that meets certain criteria.
  • Call: Quickly dial the contact by clicking this icon.
  • Archive/ Unarchive: Manage your conversations by moving inactive chats out of the main view and restoring them when needed.
  • Add to Favourites/Remove from Favourites: Click the Mark as Starred button to highlight important conversations. Click again to unstar the contact.
  • Mark as Read/Unread: Use the Mark as Read button to indicate that a conversation has been reviewed. Click again to mark it as unread, allowing you to track conversations for follow-up.
  • Delete: Remove unnecessary conversations by clicking the delete button. Note that this action is permanent and cannot be undone.

Conversation Log

The Conversation Log presents a detailed history of exchanges with a specific contact. Messages are organised by date and timestamped for easy reference.

The Conversations tab is a central hub for managing all your communications across email, text, phone, and integrated social platforms. With tools for filtering, organising, and acting on conversations, it keeps your engagement with leads, clients, and prospects consistent and efficient.