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CommunicationsAvailable

Keep the customer conversation with the customer record.

Send customer email from MoveOS, review the selected recipient, and receive routed replies in the same conversation. New replies have their own unread indicator.

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Two-way customer email

Useful details.
A clearer way to work.

01

Visible recipients

Start with the customer’s saved address or enter a one-time recipient for a message.

02

Shared conversation

Keep supported outbound messages and inbound replies together for the office.

03

Separate alerts

The envelope signals unread customer replies; the lead notification signals new website inquiries.

THE WORKFLOW

Know what happens next.

A good workflow makes the inputs, decisions, and next action easy to follow.

  1. Open the customer conversation.
  2. Review the To address, subject, and message.
  3. Send and review routed replies in MoveOS.

Current availability

Available

The current connection handles new MoveOS conversations. It does not import an existing Gmail or Outlook mailbox; sender verification and inbound routing must be configured per business.

Confirm the scope, setup, and required integrations for your business in a product walkthrough.

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CONNECTED TO THE REST OF THE MOVE

Keep exploring.

Available
Sales

Estimates & quoting

Work through move information, inventory, materials, packing labor, storage, and the final quote in a six-step estimate. Keep the customer version connected to the saved job.

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Available
Sales

Branded customer portal

Give customers a branded place to review an estimate, check move details, request a date, sign supported documents, and pay a requested deposit.

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Planned
Communications

Two-way SMS

Plan customer text conversations, delivery states, templates, opt-outs, and links in the same business workspace.

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A FEW THINGS WORTH ASKING

Good questions.
Clear answers.

Ask us something else →
Is this feature available now?+

The current connection handles new MoveOS conversations. It does not import an existing Gmail or Outlook mailbox; sender verification and inbound routing must be configured per business.

How does it fit my business?+

Bring your current workflow and must-have requirements to a walkthrough. We will review the supported records, roles, connections, and setup before agreeing an implementation scope.

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

A better view of the business.
A clearer next move.

Show us how your team works. We’ll walk through the workflows, connections, and setup that matter to your operation.

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