01Area · Communication

Communication: email, phone, chat and WhatsApp on the record

Business email, softphone with call recordings, WhatsApp Business, SMS gateway, internal chat and calls, Gmail and Outlook. Every message stays with the customer it belongs to.

A customer message never gets lost in a personal inbox. It sits on their record with an owner and a due date.

10
modules: 127
capabilities: 56
record types: 45
automations

02Modules in this area

Business email in ERPAll company inboxes in one system, linked to customers and ordersLearn more
Email linked to CRM and ordersMessages automatically link to customers, and a single click turns an email into a task or lead12 capabilities8 recordsLearn more
in final stagesShared inboxes and team queuesShared inboxes like info@ or sales@ with claiming, handoff, and delegation13 capabilities6 recordsLearn more
Outlook and Microsoft 365Microsoft 365 mail and calendar in Draivix, with meetings and leave synced straight to Outlook13 capabilities7 recordsLearn more
in final stagesTelephony and softphone in CRMBrowser and mobile calling, smart routing, and every call logged on the customer record15 capabilities6 recordsLearn more
in final stagesTeam chat and calls (Mattermost)Company chat, project and customer channels, and video calls right inside your ERP15 capabilities5 recordsLearn more
in final stagesWhatsApp Business for teamsShared inbox for customer WhatsApp messages, connected to CRM and sales opportunities13 capabilities7 recordsLearn more
Gmail in DraivixGmail inboxes in your ERP with labels as folders and instant sync11 capabilities4 recordsLearn more
Google account, calendar and contactsOne Google connection for Gmail, calendar, contacts, and technician routes11 capabilities4 recordsLearn more
Yeastar GSM gatewaySIM cards in a Yeastar gateway used as company phone lines for calls and SMS in Draivix10 capabilities3 recordsLearn more

03Other areas

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