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KEEP THE CONVERSATION IN CONTEXT

A customer conversation that stays with the customer.

Individual SMS, conversation history and delivery updates belong alongside the customer record, with consent and opt-outs respected.

Access depends on your company’s plan and enabled add-ons. View plans & add-ons.

Requires setup

Customer communications

  1. 01Complete company messaging setup.
  2. 02Confirm the customer’s contact preferences.
  3. 03Send a text and follow the conversation.
A connected way to work
HOW IT HELPS

Put the details to work.

Message from the customer record

Once a company’s sender is registered and enabled, authorized team members can send individual texts and view replies in the workspace.

See what happened

Conversation history includes incoming replies and delivery updates, helping your team follow a conversation without switching tools.

Respect customer preferences

Recorded consent and opt-out handling govern sending. A service inquiry alone does not enroll someone in marketing messages.

SMS requires company sender setup and carrier readiness. General automated campaigns, missed-call texts and a shared team inbox are planned.

THE NEXT DIRECTION

More connected possibilities.

These capabilities are planned. They are not included in the current release and do not have promised launch dates.

  • PlannedMissed-call workflows
  • PlannedTeam inbox assignment
  • PlannedApproved automated follow-up
YOUR NEXT CHAPTER STARTS HERE

Bring your business together.

Explore the platform. Find your industry. Make room for what’s next.

Get started with burnWorksStart with Basic CRM · Tree Service available.