Unified inbox
Every customer message in one inbox
The unified inbox in Clientee CRM brings SMS, email, WhatsApp, Messenger, Instagram and your website chat into one place. Each message is linked to the right customer, with their full history. You reply from your computer or the mobile app, without switching between five apps.
(01) Today
Five apps, five places to lose a message
- 01
Messages are everywhere
A customer writes on Instagram in the evening, a text arrives in the morning and an email in the afternoon. Each channel lives somewhere else, and something always gets missed.
- 02
Work WhatsApp on a personal phone
Customer chats sit between messages from your family. When an employee leaves, the conversation history leaves with them.
- 03
You reply too late
A customer with a question wants an answer now. If they wait until the next day, they've often asked someone else too.
Don't let another message slip by
Book a free call(02) In the inbox
How the unified inbox works
- 01/06
One inbox for every channel
SMS, email, WhatsApp, Facebook Messenger, Instagram DMs and website chat. All in one place, sorted by customer.
- 02/06
WhatsApp for business
A business WhatsApp account connected to the CRM. The whole team sees the conversations, with no handing over phones or forwarding screenshots.
- 03/06
Full history on the contact
Open a customer and you see everything: what they wrote on Messenger, what you emailed them and when their appointment is.
- 04/06
Chat on your website
Visitors write straight from your website and the message lands in the same inbox. If they leave their details, you can reply after they've left the site, by text for example.
- 05/06
Mobile app
Your inbox is in your pocket. Reply from your phone between two jobs and find the same conversation on your computer later.
- 06/06
Assignments and internal notes
Assign a conversation to a colleague, add a note the customer can't see, and everyone knows who is replying.
How we think about it
Customers don't care which channel they write on. They just want someone to answer.
(03) Connecting
We connect the channels for you
- 01
We review your channels
We find out where your customers write to you and list the accounts and numbers we'll connect.
- 02
We connect your accounts
We connect your email, an SMS-capable phone number, WhatsApp, your Facebook and Instagram accounts, and the chat on your website. We handle the technical part.
- 03
We set the rules
Who answers what, when notifications go out and which quick reply templates the team will use.
- 04
We train your team
We walk you through the inbox on computer and phone, so from day one nobody looks for messages anywhere else.
(04) FAQ
Questions about messages and WhatsApp
01Can I use WhatsApp on my current number?
Usually yes, but it depends on how the number is used today. In the consultation we look at your situation and recommend the simplest route so you don't lose any conversations.
02Will customers see that I'm replying from a CRM?
Customers get your reply on the channel they used: WhatsApp, Instagram, email or SMS. Emails can go out from your business address. Text messaging works differently from country to country, so we check which number can send SMS in yours, or port the number you already have.
03Can I write to customers in my own language?
Yes. Everything you send to customers is in your language, including templates and automatic replies. The app your team uses is in English or one of 12 other interface languages, and you get guides and support in English or Czech.
04What if I can't set it all up myself?
You don't have to. We connect all the channels. You log in and answer your customers.
05How does GDPR apply to messages?
Conversations are stored on the contact they belong to, and we set access by team role. Clientee CRM runs on the HighLevel platform, which stores data on servers in the USA. Transfers are covered by a data processing agreement with Standard Contractual Clauses, and HighLevel is certified under the EU-US Data Privacy Framework. We help you set up consent and unsubscribe handling, and who on your team sees what. Have a lawyer review the wording for your privacy policy.
06Does it work on my phone?
Yes. The mobile app has the same inbox as the desktop, including notifications for new messages.
(06) Contact
Don't let another message slip by
We'll show you how your inbox would look with every channel in one place. Book a free demo.