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Inbox & Communications

Shared inbox, email, SMS, calling, and voicemail

Bring client conversations into operational context with connected mailboxes, shared inbox workflows, SMS, calling, voicemail, routing, and communication analytics.

01

Manage email and SMS alongside client and project records.

02

Route calls, track voicemail, and keep communication history visible.

03

Support campaigns and compliance workflows where configured.

Where it connects

Messages connect back to clients, requests, projects, tasks, automations, and sales workflows.