Shared team mail inbox
Work from one business mailbox in LevelUp. Customers, external enquiries, staff received and sent mail each have their own view.
LevelUpCommunication
One shared inbox for the team. Every reply logged.
Shared business inbox in LevelUp with customer and external views. Replies stay on the record and are logged in the audit trail.
Send and receive in one place
Reply to customers and external contacts from the inbox. Compose new mail without switching to personal email clients.
Replies logged
Outbound replies from the shared inbox are recorded in the audit log, linked to the customer or message. No lost context across the team.
SMS and automations
Visit reminders and automation actions can send SMS and email from the same communication layer when configured.
Microsoft 365
Designed to connect with Microsoft 365 for mail sync and document workflows when configured for your tenant.
In context
Your customers expect timely, consistent replies. LevelUp brings transactional email, SMS, automations and a shared team inbox into one communication layer tied to customers, jobs and the audit log.
Why it matters
Why teams rely on Communication
One business inbox
The team works from a shared mailbox instead of forwarding threads privately.
Filtered views
Customers, external senders and staff mail each have a clear queue.
Logged replies
Outbound mail from the inbox is recorded so managers know who responded.
What's included
What you get with Communication
- Shared team mail inbox
- Customer, external, received and sent views
- Reply and compose from LevelUp
- Transactional document email
- SMS where enabled
- Microsoft 365 designed to connect
Built for
Who uses this day to day
Office teams
Customer service
Sales staff
Administrators
Role permissions control who sees and changes each part of the platform.
Shared team mail inbox
Stop forwarding threads between personal inboxes. LevelUp pulls your shared business email into filtered views so the right person picks up the right conversation.
- Customers: mail matched or linked to customer records.
- External: enquiries and unknown senders awaiting triage or linking.
- Staff received and sent: personal work mail visible in My Inbox, Received and Sent views.
- Reply from LevelUp and keep the thread with the customer or job.
Messages tied to the record
When a quote is sent, a contract is chased, or a team member replies from the shared inbox, the customer, job and document stay linked. Staff do not hunt through personal mail to answer what was promised.
Logged sends and audit peace of mind
Every reply sent from the mail inbox is logged so managers can see who responded, when, and to whom. Combined with the wider LevelUp audit log, your business has a clear trail across email and operations.
Failed message queue
When delivery fails, administrators can review the automation queue and system settings rather than losing track in a generic mail client.
Outcomes
What changes when Communication is part of your workflow
No lost threads
Mail stays with the customer and job, not a personal inbox.
Faster handovers
Colleagues pick up conversations with full context.
Professional consistency
Customers hear from your business address every time.
Related
Explore more of the platform.
See Communication in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.