A: Hi CZB-Team,

Thanks for the well organized questions.

Email integration is in active development right now, and what you described is exactly what we intend to accomplish with it. Passing your mailbox through the CRM so email conversations live alongside the Contact record is precisely the direction we are building toward. I will not put a date on it, but this is not a maybe sitting on a roadmap somewhere. It is being built.

In the meantime, Support Tickets can be fed by forwarding from your existing support address, so those emails come into the platform as tickets and stay attached to the Contact. Secure Messaging handles internal communication between you, your Staff and your Clients.

On social channels, we are building a social media auto-scheduled posting tool, which covers the publishing side. We do not have a path on WhatsApp specifically at this point.

For SMS, two-way messaging on Twilio is also in development.

Everything else you would expect from a CRM is here and working today: Contacts and Companies with unlimited records, Custom Fields, Circles for segmentation, Deals and pipelines, Projects, Invoicing and Subscriptions, Forms, the Client Portal, and the Automations layer that ties it all together.

Thanks,

Mike