Use your inbox
Every conversation from your website, WhatsApp and Instagram, plus contact form messages, in one place.
Where to find it:AgentsJennyCRMInbox
Needs the Starter plan or above- Mark conversations Open, Pending, Closed or Spam
- When Jenny is handling a chat, click Take over to reply yourself. Resume Jenny hands it back
- The Contact Info panel shows the customer's details, tags, deals and your notes. Use Add a note… to leave one
- Send files, WhatsApp templates and saved Quick Replies from the message box
The CRM menu also has Contacts, Pipelines for tracking deals, Campaigns for email and WhatsApp sends to your customer list (plus Templates for WhatsApp), and Automations and Flows for automatic replies.
Still stuck?
Our team answers within 24 hours. Tell us what you were trying to do and we'll walk you through it.