Communication
Conversations, calls, email, and templates
- ConversationsSend and receive SMS and email messages in threaded conversations linked to your contacts.
- CallsView call history, recordings, transcriptions, and AI-generated summaries for your voice calls.
- Call ListsCreate and manage scheduled outbound call lists for systematic customer and lead follow-up.
- EmailSend emails from invoices, estimates, jobs, purchase orders, and sales orders, or write to one or more contacts.
- Email TemplatesCreate and edit HTML email templates with merge fields for document emails and emails to contacts.
- Email AccountConnect your own mailbox to log emails with contacts in Forz and send emails as yourself.