Emails & Messages

Emails & Messages functionality include:

Email Templates

• Create personalised email templates with placeholders to streamline your communication process.
• Customise templates for various stages of the customer journey, such as initial inquiries, estimates, confirmations, and follow-ups.
• Utilise placeholders to automatically populate customer-specific information, such as names, addresses, and job details.

SMS Templates

• Send text messages to customers using predefined SMS templates.
• Tailor SMS templates to deliver concise and effective messages, such as reminders or updates.

Automation

• Set up email and SMS sequences to automate your communication workflow.
• Define the triggers and timing for each sequence, ensuring timely and relevant messages are sent to customers.
• Automate processes such as sending welcome emails, follow-ups after estimates, or post-job surveys.

Activity Log

• Keep a comprehensive record of all communications with customers in the activity tab of the opportunity and job pages.
• View a chronological history of emails, SMS, Notes, and other interactions with customers, allowing for easy reference and follow-up.
• Maintain a complete audit trail of customer communications for transparency and accountability.

With Onexfort’s Emails & Messages functionality, you can streamline your customer communication, automate processes, and maintain a detailed record of all interactions. This ensures efficient and effective communication throughout the entire customer journey, enhancing your overall customer experience.