09 - Communication Features in CareFunnels

In addition to managing contacts and opportunities, CareFunnels gives you built-in communication tools that make it easier to stay connected with leads, clients, and caregivers. This article explains the key features and how to use them.

Before diving into communications, let’s quickly review the three ways contacts appear in CareFunnels:

1. Manual Entry – Add them directly by clicking the + icon and entering details.

2. Form Submissions – Automatically create contacts, send automated messages, and generate opportunities when a form is filled out.

3. Phone Calls – Incoming calls are recorded, and you can add the caller’s details and categorize them properly.

With these contacts in place, you can now use CareFunnels’ communication tools.

• Call Recording & Playback

  • Review calls directly in the system.

  • Great for confirming details, training staff, or ensuring no information was missed.

• Email & SMS Messaging

  • Send messages right from within CareFunnels.

  • Use prebuilt templates or write custom responses.

  • Messages are stored in the contact’s record, so your team can see the entire communication history.

• Two-Way Conversations

  • Reply to leads via text or email and see their responses inside the platform.

  • Keeps all communications centralized and eliminates the need to switch between tools.

• Automation Triggers

  • Communications can be automated based on actions (e.g., a form submission sends a welcome email).

  • Saves time while ensuring every lead gets prompt follow-up.

• Efficiency: Manage all communication in one place.

• Visibility: See a full history of conversations with any contact.

• Consistency: Ensure your team communicates with leads in a professional and timely way.

✅ Tip: Use the communication history during team hand-offs. Whoever picks up the conversation next will instantly see what’s already been said and can continue smoothly.