Open the communication tools
Start from the customer, lead, or communication area where messages and call activity are managed.
Purpose This feature manages SMS, calls, email, templates, logs, and scheduled follow-up communication workflows. How to use it Use it when staff need all outreach activity connected directly to leads and customers. Connected areas This feature should be used as part of the broader etellu System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date. Best practice Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
Start from the customer, lead, or communication area where messages and call activity are managed.
Pick the person you need to reach, then send a message, place a call, or review the previous conversation.
Save time by starting with approved wording, then adjust the message before sending.
Check logged activity so follow-ups stay consistent across the team.
Communication Center helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.