Clients & getting paid

The client Inbox

Email, SMS, WhatsApp and portal messages from clients, threaded in one place.

The client Inbox

Inbox (top navigation) is one conversation thread per client, whatever channel they use.

  • Clients can reply to your emails, text your business number, message on WhatsApp, or write from their portal. It all lands in the same thread.
  • Replies go back on the channel they used (a WhatsApp conversation stays on WhatsApp; texts by SMS; otherwise email), and the thread shows how each message was actually delivered.
  • Quotes sent, invoices sent and reminders are logged into the thread automatically, so the whole relationship reads in one place.

SMS and WhatsApp share a monthly text allowance, see the SMS pack under Settings.