Emails & Messages
Onexfort offers a comprehensive email and messaging system to facilitate communication with your customers.
This feature enables efficient management of jobs and provides a comprehensive overview of each job’s details.
With customisable email templates, automated email and SMS sequences, and a centralised activity log, managing customer communications becomes efficient and organised.
Emails & Messages functionality include:
- 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.
- Send text messages to customers using predefined SMS templates.
- Tailor SMS templates to deliver concise and effective messages, such as reminders or updates.
- 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.
- 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.
No Obligation Free Trial
Revolutionise the way you manage your business – sign up for a Free Trial today.
BOOK A FREE DEMO
Signing up to a new platform can be confusing. Not to worry, one of our team members can walk you through the sign up process one on one.