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Communication 9 Features

Keep conversations and follow-up together

Handle connected messages and eligible social comments in one inbox. Build email campaigns and follow-up sequences, make calls, and meet in Meeting Room.

  • Shared inbox for connected channels
  • Email campaigns and threaded sequences
  • Built-in phone system with VoIP
  • Two-way SMS conversations
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Keep the context when you reply

Review connected customer messages and eligible social comments in one inbox, then use email campaigns or sequences for follow-up.

  • Connected messaging channels
  • Original social post context
  • Campaigns and threaded email sequences
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Communication features in SMBcrm

Messages Today

342

Message Status

Delivered

Reply Owner

Assigned

Sample metrics shown in the cards.

Communication

Explore the tools

Choose a tool to see details or how it fits into a workflow. Availability and usage charges vary by plan and feature.

How It Works

How communication works

  1. Connect

    Connect your messaging channels and enable comment sync for eligible Social Planner posts.

  2. Respond

    Review the conversation or original post, then reply through a supported channel or assign it to your team.

  3. Follow up

    Use campaigns for broader updates and threaded sequences for scheduled contact follow-up.

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Guides and updates for this workflow

See setup ideas and specific product changes before choosing your next step.

Common Questions

Frequently Asked Questions

Can I use forms and media carousels in WhatsApp?
Yes. With a paid WhatsApp subscription and connected account, use Flows to collect details inside chat and approved carousel templates to present multiple offers. Start from the template library, customize the content, and submit it for approval. Availability and messaging charges depend on the destination and WhatsApp rules.

Can AI draft my email campaigns and sequences?
Email AI editing and sequence generation are available in Labs. Describe the goal, review the generated emails and timing, and confirm the audience and start time before scheduling. Sending costs, consent requirements, and deliverability checks still apply.

Does SMBcrm include a phone system?
Yes. Every plan includes a built-in VoIP phone system with local and toll-free number options, call recording, voicemail, and a power dialer for outbound calling campaigns.

Can I send SMS messages from SMBcrm?
Yes. Send and receive SMS and MMS messages directly from your CRM. Two-way texting is built in, and you can automate SMS follow-ups, appointment reminders, and marketing campaigns.

What is the unified inbox?
The unified inbox brings connected email, SMS, web chat, calls, and supported social messaging into one place for your team. With comment sync enabled, it also shows eligible Facebook, Instagram, and TikTok comments from posts published through Social Planner.

Do social comments become CRM contacts?
Yes. When comment sync is enabled, a new commenter on an eligible Social Planner post becomes a contact. Returning commenters are matched by their social identity. Your team can review the original post, reply publicly, or use a supported DM option.

Does SMBcrm support email marketing?
Yes. Send broadcast emails, drip campaigns, and automated sequences with a built-in drag-and-drop email builder, pre-designed templates, and detailed analytics including open rates, click rates, and revenue attribution.

Can multiple team members share the same inbox?
Yes. The unified inbox supports team collaboration with conversation assignment, internal notes, and real-time presence indicators so your team can work together efficiently.
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Continue this workflow

  1. CRM & Sales

    See the contact behind each conversation

  2. Automation

    Route replies and schedule follow-up

  3. Lead Capture

    Turn an inquiry into an appointment
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60-day money-back guarantee

Ready to put Communication to work?

Replace a dozen point tools with one platform built to capture leads, automate follow-up, and grow revenue.

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  1. 60-day money-back guarantee

    Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.

  2. No setup fees

    Plan your setup with training and support

  3. Monthly or annual billing

    Monthly plans renew each month, and you can cancel before the next renewal. Annual plans are paid upfront for the year.