Leads & Enquiries

Conversation Hub

Keep customer calls, messages, notes and activity history connected to the relevant record.

Business areaLeads & Enquiries
Designed forEmployees, Managers, and Operations teams
Available plansStarter, Professional, and Enterprise
Feature overview

What Is Conversation Hub?

A shared interaction history reduces the need to reconstruct customer conversations from personal phones, chats and notes.

Conversation Hub works with Enquiries, Applications, and Activity as part of the wider DSACRM Leads & Enquiries workflow.

Business problem solved

Why Conversation Hub Matters

Customer context becomes fragmented when interactions are recorded in different places.

How it works

A Clear, Practical Workflow

  1. 01

    Open the relevant enquiry or application.

  2. 02

    Add notes and record customer activity.

  3. 03

    Review the chronological history before the next action.

Inputs or setup

What You Configure

  • Customer record
  • Interaction type
  • Notes and next action
Result or output

What Your Team Gets

  • Shared conversation context
  • Chronological activity record
DSACRM customer notes, comments and activity timeline
Actual DSACRM product view

Important to Know

  • Communication-channel availability depends on enabled integrations.
Common questions

Conversation Hub FAQs

Quick answers about usage, setup, outputs and plan availability.

What is Conversation Hub in DSACRM?

A shared interaction history reduces the need to reconstruct customer conversations from personal phones, chats and notes. Keep customer calls, messages, notes and activity history connected to the relevant record.

Who should use Conversation Hub?

Employees, Managers, and Operations teams can use this capability within the Leads & Enquiries workflow.

Which DSACRM plans include Conversation Hub?

Conversation Hub is available in Starter, Professional, and Enterprise. Availability details and any applicable limits are shown on the pricing page.

What needs to be configured for Conversation Hub?

Typical setup includes Customer record, Interaction type, and Notes and next action.

What does the team get from Conversation Hub?

The supported outputs include Shared conversation context and Chronological activity record.