Client Inbox
One conversation hub for every client, SMS, email, and portal
SMS, email, and portal messages in one thread per client.
Client inbox3 unread
SMSEmailPortal
Sarah Johnson
Can we move inspection…
David Chen
Uploaded proof of funds
Emma R.
Thanks for the update!
SMS · inbound
Hi Jordan - can we move inspection to Thursday?
Template
Inspection scheduled for Thursday 2pm. Portal link in your email.
Portal
Uploaded proof of funds - please review.
Checklist due → auto SMS with portal link