Front conversations read for client signals

Ideas to put to work

Everything clients tell your shared inbox, put to use across the firm.

• F

  Client history before a meeting

  Sofia reads recent Front conversations with a client and drafts a briefing in Word covering open questions and promises made.

• F

  Requests logged in the CRM

  Sofia reads new conversations and, with your approval, logs a note on the HubSpot company and creates a task for the owner.

• F

  What clients ask about most

  Sofia reads a quarter's conversations, groups the requests by topic, and builds an Excel summary for the partners' service review.

• F

  Problems turned into Jira issues

  When a conversation describes a problem, Sofia creates a Jira issue in the client's own words, with your approval.

Works well with

• Microsoft WordWord processor for letters, reports and contracts
• HubSpotCRM and marketing platform for growing businesses
• Microsoft ExcelSpreadsheets for numbers, models and trackers
• JiraIssue and project tracking
• Microsoft 365Microsoft's business suite: accounts, groups and organization directory
• Microsoft OutlookMicrosoft's email and calendar
• GmailGoogle's email for business
• Google CalendarGoogle's shared calendars and scheduling