QBase featureMulti-Channel Communication
Multi-channel communication for calls, texts, email, and chat.
QBase helps agencies coordinate prospect conversations across SMS, email, calling, and website chat so agents can follow up from one customer record instead of jumping between disconnected tools.
What It Does
Bring sales conversations into the CRM.
QBase connects communication activity to contacts and opportunities, giving agents a clearer view of calls, texts, emails, chat activity, and next steps before they reach out.
Why It Matters
Prospects do not stay in one channel.
A lead might fill out a form, miss a call, reply to a text, then ask a question by email. Multi-channel communication helps your team respond without losing the story.
Core Capabilities
Communication channels connected to QBase.
Use QBase to make outreach, response, and follow-up easier to track across the customer journey.
Send text messages for speed-to-lead, reminders, reactivation, and one-to-one replies.
Use email for longer nurture, documents, reminders, and campaign-style communication.
Keep call activity and notes close to the contact so agents know what happened last.
Capture inbound questions and send new inquiries into the same lead workflow.
Give agents consistent language for common follow-up, reminders, confirmations, and next steps.
Trigger tasks, reminders, and communication sequences based on contact or pipeline activity.
Best-Fit Use Cases
Use multiple channels without creating chaos.
- New internet leads that need immediate SMS and call follow-up.
- Prospects who prefer email for details but SMS for reminders.
- Website visitors who ask questions through chat or forms.
- Team handoffs where one agent needs the prior communication history.
- Campaigns where managers need activity visibility across channels.
FAQ
Multi-channel communication questions.
Does QBase replace every communication tool?
QBase is meant to centralize key sales communication and context. Some agencies may still use specialized tools for unique needs.
Can communication activity trigger automation?
Yes. QBase workflows can use lead and pipeline events to trigger tasks, reminders, SMS, email, or next-step actions.
Is this useful for teams with multiple agents?
Yes. Shared communication context becomes more important as owners add agents, team leads, and managers.
How does this connect to Managed Vici?
QBase handles CRM and communication context. Managed Vici can support higher-volume dialing infrastructure when call volume becomes the bottleneck.
Want sales conversations in one place?
See how QBase connects communication history with leads, stages, automations, and reporting.