Communications
One inbox for every lead — email, SMS, and call logs in one timeline.
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Sarah Williams
sarah@oakroom.co · (305) 555-0142
EmailJun 8 · 09:14
Inquiry from Referral: Wedding for 240
Hi team — we found you via Referral. Planning a wedding on Jul 9 2026 for ~240 guests. Budget around $32,000. Can you send packages?
EmailJun 8 · 10:42
Re: Inquiry from Referral
Hey! Thanks for reaching out — Pig Floyd's would love to feed your crew. Attaching our menu deck and a recommended Sit-Down Dinner option based on your headcount. Want to hop on a 15-min consult this week?
SMSJun 11 · 08:21
Got the deck — looks amazing 🔥 We're leaning Sit-Down Dinner. When can we taste?
Quick Templates
Lead Context
EventWedding · Jul 9 2026
Guests240
Budget$32,000
Stagecontacted
Next action
Final tasting Thursday 6pm
Due Jun 11