11 / Connected messages

Keep important sending history near the work.

Use configured email and WhatsApp workflows for calls, quotations and challans while the record stays in Navixo.

Try this in your business See the connected workflow

Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

When a PDF or update is sent from an employee’s personal account, the rest of the team may not know what was shared or when.

Attachment sent from one person’s inbox
No shared sending history
Follow-up starts with a search

The Navixo solution

Work that carries context.

Where a company has configured the provider, sending actions and communication history can remain connected to the call, quotation or Delivery Challan. The public product story is deliberately clear about this dependency.

Configured actions from the work record
Communication history where implemented
A clearer next step for the office

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office

01Open the call, quotation or challan that needs a message.
02Choose the available configured email or WhatsApp action.
03Review the document or message before sending.
04Use the record’s history to understand the communication trail.
05Follow up from the related workflow rather than a private inbox.

Mobile / PWA

01Open a supported link or browser workflow.
02Review the shared customer and document context.
03Return to the office record for changes or follow-up.
04Use browser/PWA support as configured by the company.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Quotation follow-up controls product screen with safe demo data. — **Quotation follow-up controls**Follow-up email form preview; no email is sent and the synthetic recipient remains an example address.Engineer · public-safe demo capture

Create quotation product screen with safe demo data. — **Create quotation**Quotation header and safe item-entry workspace with customer, specification, quantity and warranty fields.Engineer · public-safe demo capture

Edit quotation product screen with safe demo data. — **Edit quotation**Existing quotation revision workspace for safe specification and follow-up editing.Engineer · public-safe demo capture

Quotation item entry product screen with safe demo data. — **Quotation item entry**Repeatable quotation line-item entry with synthetic customer-facing selling rates, filled equipment names, make, model, quantity and warranty; purchase-cost and profitability controls are omitted.Engineer · public-safe demo capture

Quotations follow-up list product screen with safe demo data. — **Quotations follow-up list**Quotation funnel list with synthetic customer-facing selling amounts; purchase-cost and profitability controls are omitted for the public showroom.Engineer · public-safe demo capture

Quotations product screen with safe demo data. — **Quotations**Actual quotations capture with safe demo data.Admin · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

Less uncertainty about what was shared
A better handoff between staff
Documents remain close to the decision they support

Connected features

Keep exploring the record.

Email and WhatsApp history are configured features, not auto-enabled for every company. Navixo does not claim automatic WhatsApp sending.

Ready to look closer?

Try this in your own business.

Request access, verify your email and wait for approval. Your 14-day trial begins after activation, not at the request stage.

Request a 14-day trial See indicative pricing