Introduction to the Conversations Tab in Movegistics 5.0

Why This Matters to Your Business
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The Conversations tab in Movegistics 5.0 gives your team a centralized hub to manage all customer communication via email and text (SMS). ✉️📱 It streamlines internal workflows by letting you send, receive, and track messages directly from within the CRM.

By using the Conversations module, you can:

• Keep all client interactions in one place 🧩
• Improve team accountability with shared inboxes ✅
• Avoid losing leads due to missed follow-ups 📉
• Save time with pre-set signatures and automation ⚙️

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📍 Where to Find the Conversations Tab

1. From the Main Menu, scroll to Conversations.
2. Expand the section to view:
   • Email
     
     
      
   • SMS/Texting
     
     

Each option leads to separate inbox management and setup screens.

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📧 Email Conversations Setup

Navigate to: Conversations > Email

Here, you can:

• Add New Inbox: Connect company or team email addresses (e.g., [e-mail])
• Set Filtering Rules: Route messages by job type, stage, or team
• Create custom Signatures: Standardize email branding across users

Inbox Status:

• If you see “No Inboxes Setup,” click Add New Inbox to begin.
• Use connected inboxes to send/receive emails directly in Movegistics.

📌 All email conversations are stored and linked to the associated contact or job.

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📲 SMS/Texting Conversations

Navigate to: Conversations > SMS/Texting

You’ll see two sections:

• Dashboard
  • Tracks messages used
  • Shows pending SMS volume
  • Displays phone number usage by location
• Phone Numbers Tab (not shown):
  • Purchase SMS numbers for locations
  • Assign numbers to users or departments

From this screen you can:

• Buy new texting numbers
• Monitor text volume
• Ensure compliance with SMS limits and carrier policies

🔄 Text messages can be automated or sent manually to leads, booked jobs, or follow-ups.

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🔐 Permissions & Setup

• Only admins can configure inboxes and texting numbers.
• Staff can only see conversations assigned to them or their department.
• Email/SMS templates and automation rules are controlled in the Templates and Automations modules.

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🧠 Pro Tip: Filter Conversations by Job or Stage

Use rules to:

• Send sales emails to your sales team
• Route estimate texts to move coordinators
• Separate communication by location or role

This boosts efficiency and ensures the right team always responds first.

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For help setting up inboxes or phone numbers, contact us at [e-mail].