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What lands in your integrated inbox
Website leads
Quote requests, booking requests and contact forms from your site.
Two-way text messages
Reply to customers by SMS from your desk or the app, with the thread saved to the contact.
Customer email in the same view as texts and web leads, so nothing is missed.
Booking requests
Appointment requests to confirm with one tap, straight onto your calendar.
Review alerts
New reviews appear alongside your messages so you can respond quickly.
Team visibility
Everyone on your team sees the same conversations and who replied.
Respond faster, win more jobs
- Real-time notifications on phone and desktop
- Saved replies for common questions
- Conversation history on every contact record
- Attach estimates and invoices to a reply
- Security and privacy built in
Just started using this platform but so far it has been very user friendly, has lots of cool features I didn't expect, and is the best CRM tool I have seen.
Inbox questions
Can customers text my business number?
Yes. Two-way SMS runs through the platform so texts arrive in the inbox and replies come from your business.
Does it work on my phone?
Yes. The Charlie Company Business Platform app puts the full inbox on iOS and Android.
Can more than one person use it?
Yes. Your team shares the inbox and every reply is attributed.
Is there a long-term contract?
No. The integrated inbox is month to month. We work to earn your business every month rather than locking you in.
Who do I talk to when I have a question?
A US-based support team and a dedicated relationship manager who knows your account. Call (210) 480-6345, Monday to Friday, 9am to 5pm Central, or message us from inside your platform.
How do I see what it is doing for me?
Every month you receive a report covering site visits, leads captured, estimates and invoices sent, money collected, messages and appointments. You can also sign in to your platform at any time.
