All-in-one inbox
Review Monster's CRM has one all-in-one inbox for every conversation with a customer. Texts, emails, Facebook Messenger messages, phone calls and voicemails all land in the same thread, in the order they happened.
You don't have to remember whether someone texted the office line or emailed the owner. Open their name and the whole history is there, on the web or in the iPhone and Android app.
One thread per customer
Each customer gets a single conversation. A text from Tuesday, the call they made Wednesday and the email with their address all sit together, so whoever picks it up next has the full picture.
Reply from the same screen, and the reply goes out the way you choose. A text leaves from your business number, not someone's personal cell.
- Texts and picture messages from your business numbers
- Email to and from the customer
- Facebook Messenger messages from your business Page
- Calls and voicemails, with recordings and summaries
- Website chat and form leads, started as their own thread
Calls you can read at a glance
When a call is recorded and transcribed, the CRM writes a short summary and shows it right in the thread, under the playback controls. The inbox row gets an even shorter version, so you can scan a list of calls and know what each one was about.
Open the call for the full transcript, labeled by who said what. A voicemail with no words in it, like a hang-up at the beep, is marked read so it doesn't sit there looking urgent.
Small things that save time
Quick replies hold the answers you give ten times a week, like your hours or what to have ready before the crew arrives. Pick one and it drops into the message box.
When a customer reacts to a text on their iPhone, the reaction shows up as a little tag on the message they reacted to, the same way Messages shows it, instead of a separate line that says "Liked" and a quote.
- Send photos and videos from the camera or your library
- Mark threads read or unread
- Hide a voicemail you've dealt with, without deleting it
- Block a number and its conversation disappears
The same inbox on your phone
The iPhone and Android apps show the same conversations as the web, with push notifications when something new comes in. The app icon badge counts what's actually waiting, so it clears when the work is done, wherever you did it.
In practice
A customer texts a photo of their garage at 7:40 am, calls at 9 to ask about Saturday, and leaves a voicemail when nobody picks up. By the time you open the app, all three are in one thread with a two-line summary of the voicemail. You read it, tap a quick reply with Saturday's openings, and you're done before your coffee's cold.
Step-by-step help for all-in-one inbox is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
What channels does the Conversations inbox include?
Texts and picture messages, email, Facebook Messenger messages, phone calls and voicemails, plus website chat and form leads. They're grouped by customer, so each person has one thread.
Can my whole team use the same inbox?
Yes. Everyone on your account sees the same conversations, so anyone can pick up a thread where someone else left off. Replies go out from the business number, not a personal phone.
Does it work on my phone?
Yes. The iPhone and Android apps have the full inbox, with push notifications for new messages, calls and voicemails.
Do I need to read every call transcript?
No. Each recorded call gets a short written summary in the thread, so you can see what it was about in a couple of lines and open the transcript only when you need the details.
Works well with
A local business number that rings your app and browser, records, transcribes and screens out robocalls.
Lead managementEvery form, chat, call and text becomes a lead with its source, and moves itself along as you quote and book.
Website chatA chat box on your site that answers questions for you, or turns a visitor's message into a text thread.
The Review Monster CRM app for iPhone and AndroidYour whole CRM on your phone: schedule, jobs, texts, calls and payments, with alerts when something needs you.
All-in-one inbox comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.