Communications

Every conversation, on the record, literally.

Email, calls, meetings and notes all live on the record, not scattered across five apps. Send and receive email in-app, log every call with recordings, and share context through notes and chat.

Timeline · Alma Realty

All channels

Re: Proposal v2

You → Sarah · Email

9m

Outbound call · 12m 04s

Recorded · transcript ready

1h

Sent offer link · Palm Heights A-204

WhatsApp · delivered

2h

Site visit · Tue 3:00 PM

Google Meet · synced

Tue

Call recording

AI analyzed
06:1212:04

“…happy to proceed, just send the payment plan and let’s book the site visit.”

😊 PositiveProposal follow-up
One place to communicate

All customer communication, tied to the record

Reps send and receive email right inside Berto, every call is logged with recordings, and the whole team shares context through notes and internal chat, so no conversation lives in someone's personal inbox.

Meet buyers on WhatsApp, schedule and track meetings, and keep everything in sync with two-way Google Calendar. Anyone can pick up any account and instantly know exactly where things stand.

What you get

  • An in-app email inbox linked to every CRM record
  • Calls, WhatsApp, meetings and notes on one shared timeline
  • Templates, signatures and deliverability tracking on every send
One place to communicate

Every conversation, on the record

Email, calls, meetings and notes all live on the record, not scattered across five apps. Anyone can pick up an account and know exactly where it stands.

In-app inbox

Email Inbox

Send and receive email right inside Berto, linked to CRM records, with all customer email tied to the account and no app-switching.

SendReceiveLinked

Calls & recordings

Track calls, log outcomes, recordings and feedback, with full call history on every contact.

WhatsApp messaging

Send and receive WhatsApp via Twilio, with cost tracking, so you meet buyers where they are.

Meetings & scheduling

Schedule and track meetings with contacts and teammates, logged automatically.

Calendar

Every activity across Day, Week, Month and Agenda views, with your whole day in one place.

JD

Jordan Dale

Acme Logistics · Deal: AED 2.4M

One record

Email · Re: Proposal v2

Delivered · 2:14 PM

Thanks, looks good. Can we move the kickoff to Thursday?

Call · 4m 38s

Logged · 11:02 AM

Confirmed budget, wants a revised schedule before signing.

WhatsApp

Read · Yesterday

Got the brochure 👍 will review tonight.

Note

Sara · Yesterday

Decision-maker is the COO, loop her in next call.

Shared context the whole team can see

Every call is logged with recordings, notes and chat keep everyone aligned, and templates plus signatures make every send polished and on-brand.

Notes

Capture context across contacts, deals and companies, so anyone can pick up the thread.

Internal chat

Team messaging and direct chat inside Berto, so you collaborate without leaving the CRM.

Email templates

Reusable, searchable templates that send polished, consistent emails in seconds.

Email signatures

Multiple signatures with per-context apply rules for new, reply and all sends.

Works with your stack

Your existing inbox and calendar, right inside Berto

Connect the tools reps already live in, and prove every message actually landed.

Email integration

Connect and sync your email accounts over IMAP, putting your existing inbox right inside the CRM.

Google Calendar sync

Two-way connection via OAuth, so meetings stay in sync with the calendar reps already live in.

Deliverability tracking

Track sent, delivered and failed status with reasons, so you prove emails landed and catch bounces early.

Ready to transform your sales process?

Join the teams using AI to respond faster, qualify better, and close more deals.

Frequently asked questions.

Everything teams ask before bringing berto into their stack.

Still have questions? Talk to our team