Send a 1:1 email from the record, or an SMS or WhatsApp message through 4notify — each message is logged in the timeline next to the contact and the deal.
Selling happens over email, by phone and increasingly on WhatsApp — but if those messages live only in someone’s personal mailbox or phone, the context is lost. In 4softcrm you send a 1:1 email directly from the contact, lead or deal record, and SMS or WhatsApp messages through 4notify, the messaging service of the 4b2b ecosystem. Every message sent is logged as an activity in the record’s timeline, next to calls, meetings and notes, so anyone who opens the deal sees what was sent and when. The activity calendar keeps the team’s meetings and tasks in one place, with data in the EU.
From any contact, lead or deal in 4softcrm you can write and send an email to that person, without copying addresses into another app. The message is sent through the ecosystem’s mail gateway and is logged as an activity on the record, so the history of the relationship stays in the CRM, not in one rep’s mailbox.
WhatsApp and SMS have become first-rate sales channels, but sent from a rep’s personal phone they are invisible to the company. In 4softcrm you send SMS and WhatsApp messages from the record, through 4notify — the messaging service of the 4b2b ecosystem. Each message sent is attached to the contact and the deal as an activity. Note that this is sending from the record, not a shared inbox for incoming conversations.
Meetings, calls and tasks are activities in 4softcrm: they have a date, an owner and a link to the contact, lead or deal. The internal calendar shows the team’s activities, and the activity list shows what is due today. On every record, the timeline brings together activities, messages sent and notes, so the next person who picks up the deal has the full context.
Emails, SMS and WhatsApp messages sent from the CRM gather into a single history per contact and deal. Unlike stacks of separate tools, the record is the place where the team sees the whole relationship. Data is hosted in the EU, GDPR-compliant, and if you want to connect your own systems, webhooks and API keys are available.
Yes. You send 1:1 emails directly from the contact, lead or deal record, and each email is logged as an activity in the timeline.
Yes. WhatsApp and SMS messages are sent from the record through 4notify and logged as activities. 4softcrm does not provide a shared inbox for incoming WhatsApp conversations.
No. Emails are sent from the record and logged in the CRM, and meetings live in 4softcrm’s internal activity calendar. There is no two-way mailbox or external calendar sync.
In the record’s timeline: emails and messages sent, calls, meetings, tasks and notes appear together, linked to the contact, the company and the deal.
They are sent through 4notify, the messaging service of the 4b2b ecosystem, which must be set up for your company.
In the European Union, GDPR-compliant. The activities and messages logged in the CRM are hosted in the EU.
Send emails, SMS and WhatsApp messages from the record and keep the whole history in one place.
