Inbox & Messaging — Propello Suite
Every customer conversation in one timeline—linked to quotes, orders, and invoices, not scattered across apps.
Problems it solves
- Lost context — Nobody knows which order a text refers to.
- Channel sprawl — Email here, texts there, notes in a third place.
- Slow handoffs — Sales and production argue over what was promised.
How it works
- Capture — Inbound email and texts match or create CRM contacts.
- Link — Threads attach to open quotes and orders.
- Collaborate — Team chat and @mentions on the same record.
- Convert — High-intent messages become quotes without retyping.
What's included
- Email client — Shared and personal inboxes inside Propello.
- SMS & WhatsApp — Two-way messaging with CRM logging.
- Team chat — Discuss jobs without leaving the platform.
- Customer timeline — Every touchpoint on one scroll.
- Templates & signatures — Consistent replies from any device.
- Aria on threads — Classify, draft, and suggest next steps.
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