All Features

Communications

Keep Every Customer Conversation Connected

Communications

Antera’s Communications module gives your team one centralized place to manage the conversations, activities, and follow-ups that keep customer relationships moving forward.

Instead of customer communication being scattered across email, text messages, individual calendars, notes, and employee inboxes, Antera helps connect communication to the customers, contacts, opportunities, projects, quotes, and orders your team is already managing.

The result is better visibility, more consistent follow-up, and a complete picture of the customer relationship.

One Place for Customer Communication

Your team communicates with customers in many different ways throughout the sales and order process. The Communications module helps bring those interactions together so employees can quickly understand what has happened and what needs to happen next.

Track activities such as:

✓ Emails
✓ Two-way text messages
✓ Phone calls
✓ Meetings
✓ Tasks and follow-ups
✓ Notes and customer interactions
✓ Scheduled activities and reminders

Rather than searching multiple systems for information, employees have greater visibility into the communication surrounding the customer relationship.

Never Lose Track of the Next Step

Great customer service often comes down to following up at the right time.

Create activities and reminders for future actions so salespeople and customer service teams know exactly what needs attention. Schedule a call, create a follow-up task, record a conversation, or document the next action directly within the workflow.

This helps turn customer communication into an organized process instead of relying on individual employees to remember every follow-up.

Connect Communication to the Customer

Communication is much more valuable when it has context.

Antera helps connect activities and conversations with the business records surrounding the relationship. Your team can understand not only what the customer said, but also the customer, opportunity, project, quote, or order associated with the conversation.

That creates a more complete customer history and makes it easier for another employee to step in and understand what is happening.

Customer → Communication → Activity → Follow-Up → Next Action

Email From the Same Platform Where You Work

Antera's email capabilities help bring email closer to your CRM and operational workflows. Compatible business email accounts can be connected using IMAP and SMTP, with Amazon SES available as an alternative email delivery option.

Your team can communicate while staying closer to the customer and transaction information they need, reducing the constant switching between Antera and separate communication tools.

Reach Customers With Two-Way Texting

Sometimes a text message is the fastest way to get an answer.

Antera’s Two-Way Texting gives your team another way to communicate with customers for quick questions, follow-ups, confirmations, and updates.

Use texting for quote follow-ups, artwork questions, order confirmations, approval reminders, delivery updates, or other conversations where a quick response can keep work moving.

Give Your Entire Team Better Visibility

Customer communication shouldn't disappear when an employee is unavailable or leave the company.

Keeping activities and communication connected to Antera gives authorized team members greater context into the customer relationship. Sales, customer service, and management can better understand recent activity and determine what needs to happen next.

This creates continuity for the customer and reduces the need to ask, “Who talked to this customer last?”

Turn Communication Into Action

The Communications module isn't simply about documenting conversations. It's about making those conversations actionable.

A customer response can lead to a follow-up. A follow-up can move an opportunity forward. A question can prevent an order delay. A reminder can help secure an approval.

By keeping communication closer to the rest of the business workflow, Antera helps your team turn conversations into results.

Key Benefits

Centralized Communication — Keep customer interactions and activities organized in one connected platform.

Two-Way Texting — Send and receive text messages for faster customer communication.

Integrated Email — Connect compatible email services through IMAP/SMTP or use Amazon SES as an alternative delivery option.

Tasks & Follow-Ups — Create activities and reminders so important next steps aren't forgotten.

Customer History — Maintain greater context around previous conversations and activity.

Team Visibility — Help authorized employees understand what has happened and what needs attention.

Connected CRM — Keep communication closer to customers, contacts, opportunities, projects, quotes, and other business activity.

Less Application Switching — Reduce the need to jump between separate communication and business systems.

Every Conversation. Every Follow-Up. One Connected System.

Antera’s Communications module helps your team stay connected from the first prospect conversation through the completed order and beyond. By bringing communication, customer information, and follow-up activity together, your employees can respond faster, stay organized, and deliver a more consistent customer experience.

Communicate. Follow Up. Take Action. Build Better Customer Relationships.

See Communications in your business.

A personalized demo built around your workflows, your suppliers, and your business.