Make client communication secure and seamless
Clients can reply right inside your portal or directly from email notifications — so working with you feels effortless, even for clients who live in their inbox.
What's in the messages template
- Every conversation in one placeSecure, centralized messaging that keeps every client conversation organized in one place inside your portal.
- Reply from emailClients and teammates can reply straight from email notifications, and replies sync automatically into the app.
- Message everyone at onceSend one message to all clients or companies at once, BCC-style, without exposing recipients to each other.
- Team collaborationBuilt-in team collaboration for internal notes, private team chat, and @mentions to pull teammates into a conversation.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
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