01
Multi-channel messaging
Reach customers by email or text on the channel they prefer, sent and received without leaving the record you are working on. Email is included in your plan; text messages are charged for what you send.
Communications
Every conversation, on one timeline
Email and SMS your customers from inside Pipeline - and see every message logged against the right customer, lead, quote, job or invoice. Plus team chat to keep the whole crew in the loop. Text messages are charged for what you send, on top of your plan.
The benefits, at a glance
- Email and SMS from one place
- Every message logged to the customer timeline
- Automatic logging of reminders and outreach
- Team chat with links back to CRM records
- Unread counts so nothing gets missed
Inside communications
02
Complete communication log
Every message, reminder and outreach email is attached to the customer, lead, quote, job or invoice it relates to, building a full history automatically.
03
Team chat
Discuss jobs and customers with your team in threaded chat, with links straight back to the CRM record so context is always one click away.
04
Always up to date
Unread message counts and an auto-refreshing timeline mean the office and the field are always looking at the same conversation.
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