Dossier by Onboardify is an app for organizing customer conversations, no matter where it happens, with zero disruption to the ways you already communicate. Based in San Francisco, Onboardify is helping business owners, business professionals and teams around the globe intelligently sync their customer communication channels and organize documents, tasks and more. Welcome to a new way to build better customer relationships and a better business. To learn more, watch these videos.
Communicate instantly with customers in the way they prefer.
All email, files and customer contacts in one place for your team.
Customers securely log in to view messages and tasks.
Automatically convert email requests to Asana tasks.
Update your CRM with contacts, companies and email.
Automatically send customer emails to Zendesk tickets.
Messages, files, and tasks on your site or your app.
One click Skype to start audio or video calls with site visitors.
Notifications and one-click access to customer conversations.
Take and share screenshots with customers for real time support.
Receive notification for customer emails, even if you're not cc'd.
Easily search for anything across all customer conversations
See when your customers are online on your site and message them.
Send customers messages using email or chat templates.
Welcome new customers when signing up on your site.
Automatically send file attachments into Google Drive, Dropbox and Box.