A shared inbox your team works together, every message filed on the customer or document it belongs to, and bulk and automatic messages that go by themselves.
Communications is one shared inbox for e-mail, SMS and WhatsApp with customers, suppliers and staff. Your team claims, answers, hands over and closes conversations together. Messages are filed on the party or voucher they belong to, and with CRM on the lead or deal. Send payment reminders, payment advice and salary notices to many people at once, each with their own figures. Set rules that send by themselves when a voucher is saved or a cheque falls due. An outbox shows everything InvoiceNET® sent, and what became of it.
Why use it
- You find customer messages sitting in one person's phone or mailboxHere a shared inbox lets the team work them together.
- You cannot tell whether a reminder actually wentHere the outbox shows every message sent and why any failed.
- You send payment reminders one by oneHere a bulk message goes to a chosen list, each with their own figures.
- You forget to message customers when something happensHere automatic messages go out on events by themselves.
- You answer the same balance question again and againHere they text BAL or STMT and are answered from the books.
Key advantages
Replies come back to the conversation they belong to, and unknown senders wait in a tray to be claimed.
Conversations show under the ledger or voucher they concern, so the history sits beside the account.
Automatic rules fire on voucher saves, status changes, bounced cheques, credit limits and birthdays.
STOP and do-not-contact are respected everywhere.
Failed messages are listed with the reason and can be resent from the outbox.
Business benefits
Faster replies
Your team sees who is waiting for an answer and how long they have waited.
Proof of sending
You can show when a reminder or document was sent and what became of it.
Less manual messaging
Routine reminders and notices go out without anyone writing them.
Respect for opt-outs
Customers who said STOP are not messaged again.
Where it is used
Dozens of dealers have bills past due at month end.
One bulk payment reminder goes to all of them, each with their own outstanding.
A cheque from a customer bounces.
An automatic message goes out on the event without anyone writing it.
Two staff share the customer service mailbox.
Conversations are claimed, handed over and closed so no message is answered twice or missed.
What it costs, and what it saves
The price list could not be read just now; the pricing page shows today's price.
What it replaces
- Sending payment reminders one at a time
- Checking whether a document mail went out
- Answering balance enquiries by hand
- Forwarding messages between staff
Work out your saving
Your own figures, 26 working days a month. An estimate, not a promise. User licences are priced separately.
What it does for you
Mailboxes, SMS and WhatsApp in one place - WhatsApp being a feature of the hub, bought on its own.
Conversations assigned, answered and closed as a team.
Bulk messages to a chosen list, and automatic messages on events.
An outbox of everything the ERP sent, and what became of it.
STOP and do-not-contact respected everywhere.
A communications dashboard: what went out, what failed and why, and who is waiting for a reply.