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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.

Co otrzymujesz z Client Messaging

One thread per client

Every message lives on the client record. No more guessing which channel they used last time.

Two-way replies through the portal

Clients reply from their secure portal. No SMS, no app to download, and the thread stays in sync on both sides.

Real-time updates

Messages refresh every 30 seconds. New replies show up on the client detail page without a manual refresh.

Read tracking

See when a client has read your message and when you have read theirs. Stops the "did you get my last one?" guesswork.

Searchable history

Every message is searchable per client. Find a quote variation, address change, or confirmation in seconds.

Linked to the rest of the record

Quotes, invoices, photos and appointments sit alongside the message thread on the same screen.

Can I message clients directly through CMA?

1
Open the client

Their thread sits on the client detail screen alongside quotes and invoices.

2
Type and send

Just like a text. The client gets an email and sees the message in their portal.

3
They reply

Replies arrive in the same thread. Both sides see read receipts.

4
Search later

Filter messages per client to find what was agreed without scrolling forever.

Gotowy, aby wypróbować Client Messaging?

Rozpocznij 14-dniowy bezpłatny okres próbny i sprawdź, jak CMA upraszcza Twoją firmę rzemieślniczą. Karta kredytowa nie jest wymagana.

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