Tracking all the “touches” (email, phone, etc) with a client would be helpful. This would allow keeping all stake holders in the loop at any stage of a project from quoting to completion.
Hi Geoff, this request is in the product roadmap for the summer. We’re going to spend a lot of time working on improving communication with your customers and also your team. The goal will be to have a simple interface where you can track all communications and comments made across your organization. For the communications with clients, we’re working on connecting Billdr PRO with gmail / outlook so you can track all emails sent or received per client.
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Comments2
Bertrand Nembot
May 25, 2025
Hi Geoff, this request is in the product roadmap for the summer. We’re going to spend a lot of time working on improving communication with your customers and also your team. The goal will be to have a simple interface where you can track all communications and comments made across your organization. For the communications with clients, we’re working on connecting Billdr PRO with gmail / outlook so you can track all emails sent or received per client.
Geoff Van Brunt
Jun 3, 2025
love it.