Messaging, templates and notifications

Communication Module

Communication makes email, SMS, calls and templates part of the operating record instead of private inbox fragments.

Start with templates and shared communication history. Later connect reminders and notifications to CRM, tickets, workflows and calendar events.

Maturity: roadmap
Book demo / request setup

Problem this module solves

Communication makes email, SMS, calls and templates part of the operating record instead of private inbox fragments.

Who it is for

  • Sales and service teams
  • Support teams
  • Operations teams sending reminders
  • Teams standardizing customer messages

What you can do in the free version

  • Create message templates and basic communication records.
  • Track simple outbound messages and reminders.
  • Link communications to starter module records.

Example workflows

CRM follow-up → template email → response logged → next task.
Ticket update → customer notification → SLA reminder.
Calendar booking → confirmation → reminder → post-meeting follow-up.

Recommended connected modules

Common next module

CRM

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

Communication packages

Screenshots or UI proof

Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.

Email templates
Email templates
Calls and meetings
Calls and meetings

Plans for Communication Module

Sorted from cheapest to most expensive.

View full pricing →
Silver Free - Communication
Free
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Silver - Communication
10$/user monthly
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 200 Clients
  • 1 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 512 MB Secure storage
Choose plan
Consultation - Communication
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Choose plan

Start Communication Module with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

Start free Install package / choose plan Book demo / request setup
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