The customer conversation, kept with the customer
Portal access, a customer message inbox, and saved replies, so what you told a customer stays on their record instead of in someone's phone.
No card required. Cancel any time.
- Harborview DentalReschedule ThursdayReplied
- Ridgeline PropertyQuote questionOpen
- Kessler Family HomeInvoice copyOpen
Decide who gets a customer portal login
Grant or revoke portal access per customer by email, so the right contact can see their own requests, estimates, jobs, and invoices.
- Portal access managed per customer
- Granted to the email you choose
- Revoked when a contact changes
- Dana Reevesdana@ridgeline.exampleGranted
- Harborview Dentaloffice@harborview.exampleGranted
- Kessler Family HomeNo email on fileNone
Customer messages in one queue
Messages sent from the portal land in a shared inbox, where the office can answer them without digging through personal email.
- Shared inbox for customer messages
- Messages kept with the customer record
- Unanswered messages stay visible
- Reschedule ThursdayHarborview DentalOpen
- Question on EST-1042Ridgeline PropertyOpen
- Invoice copy pleaseKessler Family HomeReplied
Messages stay on the customer record, not in someone's phone.
Stop rewriting the same three replies
Save the answers you send most often as message templates and reuse them, so a routine reply takes seconds and reads consistently.
- Reusable message templates
- Consistent wording across the team
- Editable as your process changes
Could you move Thursday's visit?
Harborview Dental · 09:12
Happy to move it. Thursday 14:00 or Friday 09:00 are open — which suits you?
Reschedule template · Dana
What it changes for your business
One place for customer conversations
Replies that do not depend on memory
Portal access you control
History that stays with the customer
Works alongside
Team
Invite the people who work with you and give each one a role, with seats that follow your plan and availability kept in the same directory.
Learn moreAnalytics
Collected revenue, outstanding balance, job completion, lead conversion, and the open estimate pipeline, with trends and status breakdowns.
Learn moreAutomations
Automation rules with a run history, and recurring service agreements that generate the next job on schedule instead of being remembered.
Learn morePut communications to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.