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Agencies

Coordinate campaign leads, shared inboxes, client workspaces, follow-ups and reporting across multiple accounts.

Workspace

Northwind Realty

AllSalesSupport
MemberRoleOpen chats

Sample workflows

Three workflows, start to finish

Not a feature list — what a day in agencies could look like with conversations, people and follow-ups connected.

Client onboarding

Workflow 01
  1. 1

    New client workspace created

  2. 2

    Team and roles assigned

  3. 3

    Number connected

  4. 4

    Starter workflows configured

Campaign leads

Workflow 02
  1. 1

    Lead arrives from a client's ad

  2. 2

    Source recorded

  3. 3

    Qualified by the agreed questions

  4. 4

    Handed to the client's sales team

Client reporting

Workflow 03
  1. 1

    Activity collected per workspace

  2. 2

    Leads and responses summarized

  3. 3

    Report shared with the client

  4. 4

    Next month's priorities agreed

Workflows are illustrative. Availability depends on your connection method, connected tools and launch status.

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