Communications

Shared email and text

Keep the whole conversation in one thread, with the person it is about.

Shared email and SMS tickets in one thread, linked to a CRM contact.

How it helps

Shared email and text

On Scale, incoming and outgoing email and text become a thread the whole team can see — linked to the person and their employer, not trapped in one mailbox.

Reply, leave an internal note, copy a colleague or attach a file. Every conversation stays with the relationship it is about.

A shared inbox for email and text is included on Scale. Compare packages

Why it matters

What your team gains

The outcomes your team gains from this part of Afanor — written for training administrators, not database designers.

One inbox for the team

  • Shared inboxes for email and text, tested before they go live
  • Threads linked to the right learner and employer
  • See whether a message is queued, sent, delivered or failed

More in this area

Other parts of communications

Some messages should go out on a schedule, from the expiry dates you already keep. Others arrive as questions and need an owner. Afanor does both, without a second mailbox.

Who owns each conversation

Give every message a home and a person, instead of hoping someone saw it.

Read more

Priorities and deadlines

See the work that is about to slip, while there is still time to answer.

Read more

Renewal messages

Write from the expiry dates you already keep, instead of a side list of who to chase.

Read more

Frequently asked questions

Questions about shared email and text

Which ways can we get in touch?

Renewal reminders can use email, UK text messages and posted letters, depending on the package. Texts, letters and address lookups are bought as top-ups — there is no monthly allowance in the package. Scale also includes a shared inbox for incoming and outgoing email and text.

Can the team share incoming questions?

Yes, on Scale. Email and text become threads in a shared inbox, with an owner, a status, a priority, tags, internal notes and a view of deadlines that are at risk.

Are conversations kept with the person?

Yes. Threads can be linked to people and employers, so a colleague can see the relationship and the history together.

Works alongside

What sits next to communications

These parts of Afanor share the same people, so you are not starting again in another tool.

CRM

One place to know every learner

Stop keeping people in one spreadsheet and employers in another. Afanor holds who they are, how to reach them, and what still needs doing.

Explore CRM

Training

From the plan on the wall to the people in the room

Schedule the course, check learners in, run the quiz and follow up before a qualification lapses — without starting again in another tool.

Explore Training

Reporting

See what needs a decision this week

Learners, sessions, awards, quizzes and reminders — as reports from the work you already do, not another spreadsheet to feed.

Explore Reporting

See communications in the same place as the rest of the work

Compare packages, or tell us how a typical week looks and we will help you choose.