Bring Conversations Together
Start with the conversations, contacts, and follow-ups your organization needs to see in one working view.
- Emails and contacts in one view
- Past interactions kept with the contact
- Priority and next action made clear
Phoros
Business Operating System
One system for the work behind the business.
Connect sales, stock, money, people, customers, websites, and the workflows between them.
Accounting
Invoices, expenses, ledgers, reporting, and review
Communication
Inbox, contacts, follow-ups, and outreach
Inventory
Products, stock, pricing, and exceptions
Point of Sale
Checkout, payments, and sales records
Websites
Build and maintain your organization's website
Payroll
Employee records, pay-run workflows, and review
Work Continuity
Resume work with its current state and next step intact
Optional Virtual Staff
Add staff when a workflow needs ongoing help
By industry
Start with the way your business works.
Purpose-built paths for the operations, records, and follow-through each team needs.
Retail
Stock, sales records, books, and follow-up
Hospitality
Guests, reservations, stock, suppliers, and daily close
Property Management
Rent, maintenance, tenants, and documents
Healthcare
Patient records, practice workflows, billing, and follow-up
Fleet Management
Trips, drivers, vehicles, dispatch, and daily close
All Industries
The directory of vertical pages
Build & deploy
From workflow to working software.
Use the full-stack environment to build, preview, review, release, and operate software around the business.
Forward Deployed Engineers
Audit, build, pilot, deploy, and measure operational improvements
Developers
Build and deploy full-stack business applications
Solo Professionals
Run client work, records, follow-up, and billing in one place
Implementation Partners
Bring Phoros into client delivery with explicit responsibilities
Brand Development & Management
Web presence, business cards, promotional and social content, one brand kit
CUSTOMER COMMUNICATION
Every Conversation. Connected to the Customer.
Bring email, WhatsApp, SMS, website enquiries, contact history, pipeline stages, and follow-up into one connected customer record.
Inbox
In One View
Customer
Full Context
Follow-up
Next Step Clear
HOW THE WORK MOVES
From First Enquiry to a Visible Next Step
1
The Job
2
Your Call
Set the Follow-up Rules
Choose the tone, the goal, and which messages need review, then connect each reply and follow-up to the customer record.
- Connected inbox and contact context
- Draft replies ready for review
- Important decisions returned to you
3
Connected Record
Keep the Relationship Context
Review the conversation history, decisions, and next actions together, then keep that context with your organization.
- Conversation history stays visible
- Follow-ups have a named next action
- The next action stays with the customer
WHAT IT DOES
You Set the Voice
Bring communication into one working view. Agents help prepare the work; you decide what represents the organization.
Unified Email Inbox
Connect multiple email accounts. See all messages in one stream. Reply as any connected address. Smart folders organize by sender, project, or priority.
JD
John Davis
10:42 AM
Re: Project Proposal
Thanks for sending over the updated timeline. I've reviewed it with the team and...
SM
Sarah Miller
Yesterday
Invoice #1042 Payment Received
Your payment of $2,450.00 has been processed successfully...
Contact Management
Keep recorded interactions, purchases, and notes with each contact, and import information from supported sources.
Sales Pipeline
Use drag-and-drop stages to track deals from lead to close and give each follow-up a visible next action.
Email Campaigns
Prepare newsletters, segment the audience, and review recorded opens, clicks, and conversions.
Team Inbox
Shared inboxes for support and sales. Assign conversations. Collaborate with internal notes.
Agent Assistance
Ask an agent to draft replies, summarize long threads, or categorize incoming messages, then review the work before it is sent.
START FROM A FINISHED REFERENCE
Your web presence, with every channel answered.
Three finished sites where every channel is answered. Start from one and the site, brand and channels launch together.
Every reference is a complete page: layout, copy, motion, and proof of how it renders on desktop and mobile. See all eighteen in the gallery
CRM
Keep Customer Context Together
Keep the relationship history your organization records in one working view.
Contact Profiles
Keep recorded emails, calls, purchases, and notes with each contact. Add custom fields for your organization.
Pipeline Stages
Set deal stages, move cards as work progresses, and review the forecast produced from recorded pipeline data.
Activity Timeline
Keep supported touchpoints in the activity timeline. Review recorded email opens and site visits when those signals are connected.
Task Reminders
Set follow-up tasks, choose when reminders should appear, and keep the next action visible.
Tags & Segments
Organize contacts with tags. Create segments for targeted campaigns and outreach.
Reports & Insights
Review recorded win rates, deal velocity, and team activity to see where the process needs attention.
CHANNELS
Connect Supported Channels
Bring supported customer channels into the same working view.
Connect Gmail, Outlook, or a supported IMAP account. Send and receive from within Phoros.
SMS
Text customers directly. Appointment reminders, order updates, quick responses.
Connect your WhatsApp Business account. Chat with customers in their preferred app.
Voice
Call from a contact record. Keep supported call logs and recordings attached to the profile.
Keep Every Follow-up Connected
Connect conversations, contacts, pipeline stages, and follow-up through your Business Operating System.
QUESTIONS
Questions About Customer Communication
Which channels can I bring together?
Website chat, WhatsApp, SMS, email, and in-Phoros team threads can be brought into the supported communication workflow.
Can communication follow our voice?
You can set the tone, approved information, and review rules. Sensitive or unusual messages can return to your team with the conversation attached.
What comes back to me?
Complaints, exceptions, pricing questions, commitments, and messages outside the configured workflow can be routed to the right person.
Can virtual staff handle follow-up?
Yes. Virtual staff can sort enquiries, prepare replies, schedule approved reminders, update contact records, and flag conversations that need a person.
What stays under my approval?
Your team can keep approval over new commitments, sensitive replies, pricing exceptions, and anything that binds the business.