Messaging

Inbox, SMS, email, calls, follow-ups

Set up automated SMS and email follow-ups that run after you send an estimate.

Find, assign, and manage all customer conversations in one shared inbox.

Leave notes on customer conversations that only your team can see.

Dial customers with live scripts, review call activity, manage voicemail, and coach reps with AI call reviews.

How to send manual messages to customers from the inbox, and what they receive.