Inbox
Every channel.
One inbox.
WhatsApp, email, and portal messages — all in a single workspace. No more switching tabs or losing threads.
One inbox, every capability
Six features that turn scattered channels into a cohesive communication hub.
WhatsApp integration
Connect your WhatsApp Business number and manage conversations alongside email and portal messages.
A client sends a WhatsApp message about an invoice — reply without switching apps.
Email sync
Two-way email sync keeps your inbox and Custlio in lockstep. Send and receive without leaving the platform.
Reply to a client email from Custlio and see their response appear in the same thread.
Portal messaging
Clients log into their portal and message you directly. All conversations flow into the same inbox.
A client uploads a document through the portal — you get a notification in your unified inbox.
Canned responses
Save frequently used replies and insert them with a shortcut. Variables auto-fill contact details.
Type "/payment" to insert a payment reminder with the client's name and amount pre-filled.
Team assignment
Assign conversations to team members. Round-robin, manual, or rule-based — you pick the workflow.
New WhatsApp messages from VIP clients auto-assign to the account manager.
Conversation search
Full-text search across every channel. Find any message by keyword, contact, date, or channel.
Search "contract renewal" and find every conversation where the topic came up.
How Inbox connects
Conversations are richer when they carry context from every other module.