Keep the context
See contacts, companies, notes and connected conversations together.
Customer conversations and follow-up
Keep customer details, conversations and next steps in one workspace so your team can follow through.
We help you choose the customer workflow and communication services you need.
Made for everyday work
See contacts, companies, notes and connected conversations together.
Review inquiries and enabled channels, reply to customers or leave an internal note.
Assign the next task with a responsible person, due date and optional email reminder.
We help with the setup
Tell us where inquiries arrive and who handles customer follow-up.
Set up the supported channels and business access your team needs.
Read the conversation, record the outcome and assign the next task.
Watch right here
See how an inquiry becomes a customer conversation in Inbox.
An internal note is not a scheduled reminder. Use a follow-up task when you need to act later.
Talk about your setupA clear plan before you start
Starting a new business or upgrading your tools? We’ll help you choose the right setup and agree the timing.
A website purchase is not required just to establish your business account. We review how your existing tools and customer channels can connect.
No. Internal notes keep working context with your team. Customer replies use the communication controls available for that conversation.
No. A customer record is not marketing consent. Campaigns use separate permission and unsubscribe controls.
Tell us what you need. We’ll help you get up and running.