One Inbox Included in $297/mo
One inbox for every client message.
Texts, emails, web chats, Facebook and Instagram messages all land in one place, on your computer and in a mobile app. Your front desk and your partners see the same conversation.
What it does
What it does for your firm
Nothing slips through
No more checking four apps, or finding a Facebook message from three weeks ago.
Shared with your team
Assign conversations, leave internal notes, and see who replied last.
Text from your business number
Reply by text from the firm’s number, not your personal cell.
Full client history
Every message, call and form submission for a client, in one timeline.
Setup
How we set it up
- We connect your channels.
- We set up your team’s logins and the mobile app.
- You reply from one place.
What your staff does
Reply to messages. That’s the job anyway.
Included in the $297/month system alongside everything else.
Want to see it on your own firm?
Twenty minutes. We’ll show you the whole system running for an accounting firm, answer your questions, and tell you honestly whether it’s a fit.