Secure messaging
Add the secure messaging module to your client portal. Centralize your communication. Replaces email and Intercom.

Portal messaging makes it is easy to communicate with clients and for clients to communicate with you directly in your portal. If a message is sent to a person that is not currently active, they are sent a branded email notification with the message body and a button to respond.

Internal User views

Internal users have channels with each representing a conversation with one or more clients

Client User views

Client users are automatically greeted with a customizable welcome message

Email notifications

Branded email notifications are sent if a message is not viewed within 5 minutes and contain a button that bring a user right back into the messaging experience

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See Portal in action