Communications,
redefined.
Specter keeps calls, emails and texts alongside the work. Customer conversations, order updates and team notes stay in context — whoever picks up next.
Runs on the tools you already use.
Twilio
Zoom
Gmail
Outlook
SendGrid
iMessage
WhatsApp
RingCentral
Microsoft Teams
Google Meet
Slack
Calendly
Google Calendar
One place to say it and track it.
Write once, send on any channel.
Compose from a customer, order or project record with reusable templates and follow-ups. Keep the conversation where your team can act on it.
Hi Maria — your custom order is ready. Shall we book delivery for Friday?
Replies with a next step.
A customer confirms, a teammate schedules, a project moves forward. Keep each reply with its record.
- Maria · customer Confirmed
- Alex · delivery Reschedule
- Sam · workshop Ready
Communications FAQs
Does the conversation stay with the customer when work changes hands?
Communications connected to a shared record stay with that record, so the next teammate can see the conversation and carry the work forward within their access permissions.
Can customers and internal teams work from the same context?
Customer conversations and internal notes sit alongside the work they relate to. Your team can review the history without asking the customer to start again.
Does Neo work with communications?
Neo can help draft a message from the record context. Review the draft and approve the next step before sending.
Built for a lending team? See the same experience with deal-specific workflows.
Explore Finance communications