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 channelsRe: Proposal v2
You → Sarah · Email
Outbound call · 12m 04s
Recorded · transcript ready
Sent offer link · Palm Heights A-204
WhatsApp · delivered
Site visit · Tue 3:00 PM
Google Meet · synced
Call recording
AI analyzed“…happy to proceed, just send the payment plan and let’s book the site visit.”
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.
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.
Send and receive email right inside Berto, linked to CRM records, with all customer email tied to the account and no app-switching.
Track calls, log outcomes, recordings and feedback, with full call history on every contact.
Send and receive WhatsApp via Twilio, with cost tracking, so you meet buyers where they are.
Schedule and track meetings with contacts and teammates, logged automatically.
Every activity across Day, Week, Month and Agenda views, with your whole day in one place.
Every call is logged with recordings, notes and chat keep everyone aligned, and templates plus signatures make every send polished and on-brand.
Capture context across contacts, deals and companies, so anyone can pick up the thread.
Team messaging and direct chat inside Berto, so you collaborate without leaving the CRM.
Reusable, searchable templates that send polished, consistent emails in seconds.
Multiple signatures with per-context apply rules for new, reply and all sends.
Connect the tools reps already live in, and prove every message actually landed.
Connect and sync your email accounts over IMAP, putting your existing inbox right inside the CRM.
Two-way connection via OAuth, so meetings stay in sync with the calendar reps already live in.
Track sent, delivered and failed status with reasons, so you prove emails landed and catch bounces early.
Everything teams ask before bringing berto into their stack.
Still have questions? Talk to our team