Communication

Stay Connected With Every Lead

Send texts, emails, and set reminders — all from within the CRM. Automated messages triggered by status changes keep your leads engaged without manual effort.

Every channel, one inbox

Two-way SMS messaging Send and receive texts right from the lead record with full conversation history via Twilio.
Email integration Send emails with templates, track opens, and trigger automated follow-ups.
Reminders & follow-ups Set reminders for yourself or your team with custom types and due dates.
Automation rules Trigger texts and emails automatically when lead statuses or events change.
Template library Create reusable text and email templates with dynamic lead field merging.

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