For Communication with Customers
Invite clients to Smarty CRM to chat as users do in messengers.
— Go to Contacts and create a card with a client. Enter an email address.
— Go to the tab Related dialogues. Click on the plus sign.
— Choose Link or Add.
— If the dialog is new, enter a topic and the email address of the person you are talking to. Click Next.
— The settings for the dialog will appear on the right. When you are done, click Save.
— Write your message in the text area and click Send.