Client communication

Client Communication

One inbox for every customer email and SMS, built for a team. Assign, comment, snooze and send later.

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Messages

OpenUnread 2Mine 1Snoozed
James O'Connor

Re: Quote for split system install

2m ago
Danielle Russo

Yes, Tuesday works for me!

15m ago
Priya Nair

Thanks for the quote!

1h ago

All your conversations in one place

Stop switching between apps. Cooledge's unified inbox brings every customer email and SMS into one view your whole team can work from. Assign a conversation, leave an internal comment, snooze it or schedule the reply for later.

  • Two-way SMS with your own dedicated business number
  • Email replies captured automatically in Cooledge
  • Your own inbound email address for new enquiries
  • Full conversation history for every customer
  • Push notifications for new customer replies

Key Features

Everything you need to communicate professionally with your customers

Unified Inbox

Every customer email and SMS in one place. Replies to your emails are captured automatically and you get your own inbound email address for new enquiries.

Team Inbox

Assign conversations, leave internal comments, @mention teammates and snooze until later. On Growth and Scale plans.

Two-Way SMS

Get a dedicated Australian mobile number. Customers can reply to your texts directly.

Message Templates

Create reusable email and SMS templates with dynamic variables for faster communication.

Team inbox

Built for a team

One shared inbox, with a clear owner for every conversation.

Assign it and find it in Mine

Assign a conversation to yourself or a teammate from the thread header. Mine gathers every open conversation you are assigned to or following, with a count of the unread ones.

How the team inbox works
The Cooledge Messages inbox with the Open, Unread, Mine and Snoozed views, a list of conversations with Unmatched badges and an open thread showing an internal comment and a You assigned yourself marker

Talk it over without the customer seeing

Leave an internal comment under the reply box and type @ to mention a teammate. Comments stay inside your team and are never sent to the customer.

Comments and mentions
The internal comment bar in a Cooledge conversation with the Mention a teammate picker open on Mike Kelly

Snooze it, archive it or trash it

Snooze a conversation until Tomorrow, Monday, In 3 hours or a time you pick and it comes back by itself. Archive clears it from Open for the whole team. A new message from the customer reopens it either way. Trash never deletes anything.

Snooze, archive and trash
The Snooze menu in a Cooledge conversation offering Tomorrow, Monday, In 3 hours and Custom

Send later and undo send

Write the reply now and pick when it goes, any time in the next year. A Send later card sits at the end of the thread so the whole team can see what is scheduled. When you press Send in Messages, undo send holds your SMS or email for 6 seconds, so you can take it back.

Send later and undo send
A Send later card at the end of a Cooledge conversation showing the message will be sent in 14 hours, tomorrow at 8:00 am, with Edit and Cancel

Send later, undo send, Archive and Trash are on every plan. Assignment, Mine, internal comments and mentions, participants and Snooze are on Growth and Scale. The mobile app has the same team inbox. It is where your team members work, while owners and admins can use the portal too.

Sending

One place to send everything

Quotes, invoices, purchase orders and job forms all send from the same screen, on your computer or from the app on site. Choose who it goes to, say it your way and see the message before it leaves.

Email, SMS or both

Send a quote or invoice by email, text it or do both at once

Your templates, tweaked per send

Start from a saved template and edit the wording for this one customer

Attach what matters

The PDF, completed job forms, site photos or any file up to 20 MB from the portal. From the app, attach images

Know it landed

See delivered, clicked or bounced against every document you send

Sign off properly

Your company signature with logo and contact details on every email you compose

The Cooledge send screen showing an invoice with the recipient, email and SMS options, the message body and attachments, next to a preview of the PDF
Two-Way SMS

Your own dedicated business number

Get a dedicated Australian mobile number for your business. When you send SMS to customers, they can reply directly and their responses appear in your Cooledge inbox.

Send from your number

All outbound SMS come from your dedicated business number

Receive replies

Customer responses are captured and linked to their profile

Get notified

Push notifications and email alerts for new messages

Compliance handled

Automatic STOP/opt-out handling included

Note: Two-way SMS with a dedicated number is available on Growth and Scale plans.

DR

Danielle Russo

0412 345 678

Hi Danielle, just confirming your install for Tuesday 9am. Reply YES to confirm or call us to reschedule.

10:32 AM

YES, Tuesday works for me! See you then 👍

10:45 AM

Your number: 0412 000 123Delivered

Simple SMS Pricing

SMS credits included with every paid plan. No surprises.

Starter

50

SMS credits/month

Outbound SMS

Growth

300

SMS credits/month

+ Dedicated 2-way number and team inbox

Scale

600

SMS credits/month

+ Dedicated 2-way number and team inbox

Need more? Additional credits just 10c each.

1 credit = up to 160 characters. Longer messages may use additional credits.

How It Works

Get up and running with client communication in minutes

1

Enable Unified Inbox

Turn on the unified inbox in Settings → Email Settings, on the Unified Inbox tab. Replies to your emails then land in Messages.

2

Register Your Number

Complete business verification in SMS Settings (required by AU regulations). Review usually takes 1 to 2 business days.

3

Send Messages

Send SMS and emails from Messages. Use templates for common messages and Send later to schedule one.

4

Manage Replies

Customer replies appear in Messages with the full conversation history. Reply and archive it when you are done. On Growth and Scale you can also assign it to a teammate.

Ready to streamline your business?

Try free for 14 days. Create professional quotes and manage jobs in minutes.

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