Communication Hub

Unified Inbox

The Communication Hub brings together all your communication channels into a single interface. Instead of switching between email, chat, and SMS tools, manage every conversation from one place.

Supported Channels

Email — Send and receive emails directly within the CRM. Emails are automatically linked to the relevant contact and deal records.
Chat — Real-time messaging with team members and clients through the built-in chat system.
SMS — Send text messages to contacts (requires SMS integration setup).
Social Media — Connect social accounts to manage messages from platforms like Facebook and Instagram.

Conversation Threading

All messages related to a contact or deal are automatically threaded together, giving you full context of the conversation history. You can see:

Previous messages in the thread
The contact record linked to the conversation
Any deals or tasks associated with the contact

Quick Response Templates

Save time with pre-built response templates. Create templates for common scenarios like follow-ups, meeting confirmations, or support responses. Templates support merge fields that automatically populate with contact data.

Notifications

Configure notifications to stay on top of incoming messages:

In-app notifications for new messages
Email alerts for messages requiring attention
Desktop notifications when enabled

Integration with Sales Workflow

Communications are tightly integrated with your sales workflow. From any conversation you can:

Create a new deal or task
Log the interaction as an activity
Add notes for your team
Schedule a follow-up