Messages
One company number for your whole team
SMS and WhatsApp messaging built in, so every conversation between reps and customers lives in one place.
Book a DemoThe team inbox
Every customer conversation in one inbox
Texts and WhatsApp messages come in through your company number and land in one inbox your whole team works from. Any rep can see and reply, and conversations group by location.
All Messages
4Demo Builders
9:50Can you hold 40 studs for pickup?
Demo Framing
9:12Photo of the deck plan
Demo Decks
YesterdayThanks, see you at 2
Demo Roofing
YesterdayQuote accepted
Demo Builders
Texting from your company number
Can you hold 40 studs for pickup this afternoon?
9:50 AM
Sam, Main Yard
Yes, they will be ready by 2 pm. Here is the quote.
9:52 AM
Quote QB-20884.pdf
40 x 2x4x10 SPF Stud, pickup today
Perfect, thank you.
9:55 AM
One number
One company number for the whole team
Customers text the number they already know. Replies come from the company, not from someone's personal phone.
Step 1
Link your business landline
Use the phone number your company already has, a landline that is not yet registered for SMS, to link texting.
Step 2
Connect WhatsApp Business
WhatsApp messaging works through WhatsApp Business, alongside your texts.
Step 3
Your whole team replies
Any rep can see and reply to any conversation, from one shared inbox.
Quote negotiation
Negotiate quotes without a phone call
A quote and the conversation about it live together. The customer asks for a change, the rep revises the quote, and the thread keeps the whole history.
- Discuss a quote in the same thread as the quote
- Attach PDFs and images to any message
- Revisions and replies stay on the customer's record
Demo Builders · 10:14 AM
Sam · 10:18 AM
Quote QB-20884, revision 2
Total $471.00
Demo Builders · 10:21 AM
Multi-location
Reps and conversations grouped by location
Every rep can see and reply to any conversation, but reps and conversations are grouped by location, so each yard and store sees its own customers first.
Main Yard
Reps: Sam, Alex
12 conversations
Hardware Store
Reps: Jordan
5 conversations
Online Store
Reps: Taylor
8 conversations
Demo data
Your customers choose
Customers talk to you the way they prefer
Texting is optional. Customers can text you, message you on WhatsApp, or use the native mobile app, and they can opt out of texts at any time.
- Customers get a push notification when you reply to their text
- Direct messaging in the native mobile app, for those who prefer it
- Customers can opt out of text messages
DEMO LUMBER CO.
9:56 AM
Support
Yes, plenty on the shelf. Want me to hold some?9:59 AM
Demo Lumber Co.
Yes, plenty on the shelf.
Demo data
Works with
Quotes
Build, assign and convert quotes into orders.
CRM
Profiles, pricing, credit and product access.
Mobile app
Shop, scan, voice-order and message from your phone.
Common questions
What phone number do we use for texting?
Your company's existing business landline. It needs to be a landline that is not already registered for SMS, and it is used to link texting.
Does WhatsApp work too?
Yes. WhatsApp messaging works through WhatsApp Business.
Who can see and reply to conversations?
Any rep can see and reply to any conversation. Reps and conversations are also grouped by location.
Do customers get notified when we reply?
Yes. Customers get a push notification when you reply to their text message.
Can customers opt out of text messages?
Yes. Customers can opt out of texts, and they do not have to use messaging at all. They can use the native mobile app instead.
Can we attach files?
Yes. Attach PDFs and images to messages and quote discussions.