Communication-based customer intake

Last updated Today

Part of Customer Intake & CRM

Overview

Send a secure link so customers can verify contact info and job details; their responses flow back into the intake record automatically.

Roadmap timing can change as we learn from testing, customer feedback, and platform requirements. Dates are directional, not commitments.

Progress updates

No public updates yet.

Follow & feedback

Get notified when Communication-based customer intake ships, or tell us how you would use it. Votes inform planning but do not set priority on their own.

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