Saltar al contenido principal

FREE CRM · MESSAGES AND INVITATIONS

The right message.
The right channel.

Prepare an email, SMS or WhatsApp invitation from the client relationship. Keep a clear view of the channel and its quota.

Try the demo
  • Email, SMS and WhatsApp depending on the flow
  • 50 SMS and WhatsApp combined per month on free
  • Invitations distinct from internal conversations
Illustration of a team reviewing plans on a job site
A prepared conversation
opens a clearer next step.
Messages and invitationsIncluded
@
E-mailIndividual conversation
S
SMSShared quota
W
WhatsAppShared quota
Explore the example
CRM preview · Example data
Included in the free planContacts, follow-up and everyday tools50 SMS + WhatsApp combined per month

TRY IT YOURSELF

Prepare a conversation with clarity.

Try the example data. Actions stay on this page, without saving or sending.

Horizon Workshop/ Messages and invitationsDemo

EXAMPLE RECIPIENT

Camille Martin

camille@example.com · Example contact details

106 / 600 characters
Free plan · Example counter38 / 50 messages remaining

Shared SMS + WhatsApp monthly quota.

Individual email does not use this quota.
Email preview

Prepare the preview to review your message here.

An internal conversation requires a registered client and an existing relationship.

Switch channels and prepare a preview. No message is sent.

WHAT THE CRM BRINGS TO YOUR WORK

Reconnect knowing what you are sending.

Invitations, individual messages and campaigns serve different purposes. Choose the flow that fits your contact and intention.

01

Match the channel to the relationship

Available contact details and the flow determine which actions are possible.

See included information
  • Individual email from the client relationship
  • SMS or WhatsApp depending on contact details and account
  • Internal conversation with a registered client and an existing relationship
02

Keep the quota visible

The free plan includes a shared allowance for SMS and WhatsApp. Individual emails do not use this counter.

See included information
  • 50 SMS and WhatsApp combined per month on free
  • One counter shared by both channels
  • Switching channels does not reset the quota
03

Separate campaigns from conversations

Email campaigns follow their own recipient and frequency rules.

See included information
  • At most two campaigns per professional over seven days
  • At most one campaign email per contact over seven days
  • Eligibility and unsubscribe status checked before distribution
A professional’s desk with a laptop, notebook and samples

BUILT FOR YOUR WORKDAY

Relationships grow.
One conversation at a time.

The CRM helps you find the recipient and useful context before sending. Communicating remains an explicit action.

Explore an example
CRM tools, starting with the free plan.

50 SMS and WhatsApp messages combined per month. Individual emails are outside this quota. View plans

HELPFUL ANSWERS

Before you start.

Scope, quotas and useful details.

What is the free allowance?

The free plan includes 50 SMS and WhatsApp messages combined per month. Individual emails are outside this allowance. Email campaigns have separate caps.

Can I start an internal conversation with an imported contact?

Not automatically. Internal messaging requires a registered client and an existing relationship. An imported profile creates neither an account nor a conversation.

Which limits apply to email campaigns?

At most two campaigns per professional over seven days, one campaign email per contact over seven days and 1,000 recipients over twenty-four hours. Recipient eligibility and unsubscribe status still apply.

Does clicking in this demo send anything?

No. It uses fictional data and simulates preparing a message. It sends no email, SMS or WhatsApp message.

A professional meets a couple in a renovated interior

FREE CRM · BEEDY

Prepare the next conversation
in your contact book.

Find your contacts and prepare the next action.