Messaging from the portal
On the My Contact page, clients see a message thread with your team. Anything they send lands directly on their GenieCRM™ lead record — no separate inbox, no lost context.
- The conversation with your team.
- Send — the message goes straight to the lead in GenieCRM™.
What the agent sees
The conversation appears in the Messages card on the lead profile in GenieCRM™, and the agent receives an instant email notification with a one-click View & Reply link for every new client message.
- The same conversation, on the lead.
- Reply here — the client sees it in their portal.
Why it beats email threads
Because the thread lives on the lead record, any team member with access sees the full history alongside notes, tasks, and pipeline stage — follow-up never depends on someone forwarding an email.
