Conversations is a feature that functions as a straightforward CRM tool, allowing employees to log and track conversations and correspondence with clients. This helps ensure that all client interactions are documented for easy reference and follow-up. Employees with an office staff role or higher have access to this feature, enabling them to keep detailed records of client communication.

Conversation methods function similarly to the categories section in other areas of Traffio. You can create custom conversation methods tailored to how your business communicates with clients. This section is pre-filled with basic options such as wrong number, email, left a message, and phone.

The method is a required field when logging any conversation. You can also filter conversations by method in the conversation log for easier tracking and organization.

This area maintains a log of conversations with your clients, fostering clearer communication within your team. It allows you to track the interactions employees have had with specific clients, projects, or client contacts, providing valuable insights into past communications.

Conversation tags are used to assign an outcome to the conversation held with the client. While basic outcome tags are already available in the system, you have the option to create custom tags to better categorize and distinguish information.