Messaging, templates and notifications

Communication

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

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

Screenshots or UI proof

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

Email templates
Sample UIEmail templatesEmail templates
Calls and meetings
Sample UICalls and meetingsCalls and meetings

Plans for Communication Module

Sorted from cheapest to most expensive.

View full pricing →
Silver Free - Communication
Free
  • 3 Workflows
  • 3 Flows
  • 1 Projects
  • 200 Clients
  • 512 MB Secure storage

Start Communication 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.

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