Step-by-Step: Optimising Your Digital Consultancy with Seamless Chat Management

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Step-by-Step: Optimising Your Digital Consultancy with Seamless Chat Management

In the fast-paced digital industry, effective communication is no longer optional—it’s a competitive advantage. For consultants juggling multiple client projects, streamlined chat management can mean the difference between scaling smoothly and operational chaos. Let’s walk through how to integrate conXhub’s mobile PBX solution into your workflow to keep client conversations organised and productive.

Step 1: Centralise Every Conversation

Start by routing all client calls and messages through your conXhub mobile PBX system. This creates a single hub for chat management, eliminating the need for multiple apps or devices. Clients reach you on dedicated lines without compromising your personal number.

Step 2: Assign Numbers by Project or Role

Use conXhub’s multi-number feature to assign specific numbers for different clients or services. This enables clearer boundaries and faster responses, helping you triage communications intuitively.

Step 3: Enable Call & Chat Recording

Activate automatic logging and recording for calls and messages. This provides an audit trail that’s invaluable for client reporting, compliance, and project retrospectives.

Step 4: Stay Mobile and Flexible

With conXhub, your PBX lives on your mobile—no desk phone required. You can manage everything from anywhere, all without losing professionalism or data control.

Ready to bring order to your communication chaos? Explore the mobile PBX solution from conXhub and empower your consultancy with next-level chat management today.