Messaging lets you send quick messages to customers or to your own team without leaving CRMit. Keeping the conversation in one place means everyone can pick up where it left off. Here is how to send one.
From the CRMit menu on the left, open Messaging. This shows your message threads.
Start a new message to open a blank conversation.
Pick who should receive it. That might be a customer or someone on your team, depending on who you need to reach.
Type your message. Keep it clear and to the point so the recipient can act quickly.
Send the message. It is added to the thread so there is a record of what was said.
When a reply comes back, it appears in the same thread. Open the conversation any time to see the full back and forth.
Tip: Keep messages linked to the customer so the context travels with them and anyone on your team can see the history.
Bring the rest of your customer conversations into CRMit so nothing slips through the cracks.
Book a quick demo and we will show you how to bring your emails, calls and messages together in CRMit.