Client Messaging
Keep every client conversation in one tidy thread.
Stop scrolling through WhatsApp, text messages and email to find what a client said three weeks ago. CMA gives you one branded conversation thread per client. Send messages, receive replies, and keep the full history attached to the client record. Clients reply through their portal, so nothing gets lost when you swap phones and there is no SMS plan to pay for.
Every message lives on the client record. No more guessing which channel they used last time.
Clients reply from their secure portal. No SMS, no app to download, and the thread stays in sync on both sides.
Messages refresh every 30 seconds. New replies show up on the client detail page without a manual refresh.
Ce que vous obtenez avec Client Messaging
Every message lives on the client record. No more guessing which channel they used last time.
Clients reply from their secure portal. No SMS, no app to download, and the thread stays in sync on both sides.
Messages refresh every 30 seconds. New replies show up on the client detail page without a manual refresh.
See when a client has read your message and when you have read theirs. Stops the "did you get my last one?" guesswork.
Every message is searchable per client. Find a quote variation, address change, or confirmation in seconds.
Quotes, invoices, photos and appointments sit alongside the message thread on the same screen.
Can I message clients directly through CMA?
Their thread sits on the client detail screen alongside quotes and invoices.
Just like a text. The client gets an email and sees the message in their portal.
Replies arrive in the same thread. Both sides see read receipts.
Filter messages per client to find what was agreed without scrolling forever.
Explorer davantage de fonctionnalités CMA
Every client detail in one place - not scattered across your phone.
Build professional, itemised quotes in minutes - not hours.
Send invoices. Get paid. Stop chasing.
Block your diary. Let clients book. Never double-book again.
Show your best work. Win bigger jobs.
Give your clients a professional, branded self-service experience.
Share files with clients. Keep everything organised.
Email all your clients at once. Or just the ones you choose.
Push invoices to Xero automatically. Make your accountant happy.
A clear, shared to-do list per client. Nothing slips through.
Earn £10 every month for every business you refer.
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