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Customer Intake & CRM

Cross-channel conversation merging

Planned

See every SMS, email, and call with a customer on one timeline, so nobody on your team starts a conversation blind.

Overview

A customer texts, then emails, then calls, and each channel lives in its own silo, so your team never sees the full thread. Thorbis is building a unified timeline that merges SMS, email, and call history per customer. You'll see the whole conversation in order, no matter how it came in, so whoever picks it up next has the full context.

What we're building

A customer texts on Monday, emails on Tuesday, and calls on Wednesday, and because each channel lives in its own silo, whoever picks up the call has no idea about the text or the email.

Thorbis is building a unified timeline that merges SMS, email, and call history for each customer into one chronological thread. Anyone on your team can open a customer and see the whole conversation in order, no matter how it came in. No more starting blind, asking the customer to repeat themselves, or contradicting what a teammate already said.

What you'll be able to do

  • Merge SMS, email, and call history per customer
  • View the full conversation on one timeline
  • Pick up any thread with full context
  • See channels in chronological order
  • End siloed, channel-by-channel history
  • Stop asking customers to repeat themselves

Rollout plan

  1. 01

    Merge channels

    In progress

    Combine SMS, email, and call history into one customer timeline.

  2. 02

    Chronological view

    In progress

    Order every channel together so the full thread reads in sequence.

  3. 03

    Seamless hand-off

    In progress

    Let anyone pick up a thread with full prior context.

Milestones

  • Not started:

    Channel ingestion

    Bring SMS, email, and call history together per customer.

  • Not started:

    Unified timeline

    Build the merged chronological view.

  • Not started:

    Context hand-off

    Surface full history when a teammate picks up.

More in Customer Intake & CRM

How to send useful feedback

Name the blocked role

Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.

Explain the workaround

Describe what your team does today and where the process fails under real work.

Define success

Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.

Built for operators

A shared operating layer behind every page

Whether a buyer starts on an industry, feature, migration, or tool page, Thorbis routes the conversation back to the same product system: jobs, money, customers, and team work in one place.

01

One workspace

CRM, dispatch, estimates, invoices, payments, and reporting stay connected.

02

Unlimited users

Bring owners, office staff, dispatchers, techs, and managers into the same system.

03

Guided switch

Migration planning, validation, and cutover support are built into the buying path.