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All your Gmail and Outlook email, contacts, website chats, and files, organized



Portal

Turn email into a fast customer response system everyone will love.

Onboardify app

Instantly pinpoint customer emails

Sync your Gmail or Outlook 365 inbox.

Create intelligent workspaces for each client.

Organize client docs, tasks and contacts.


Instantly respond to web site chats

Add web site chat in minutes.

Respond to chats on your phone or email.

Auto message site visitors when they return.

Day-to-day conversations have never been more organized.

Assign customer emails to team

Convert emails to tasks and assign them.


Immediately see customer emails

Always get bcc'd when a customer emails anyone.


Identify emails needing responses

Preset status tags immediately find open requests.



One view into all communications from email to chat and messaging.

Welcome Proactively

Start live chats with website visitors.


Gmail, Outlook, Slack Apps

Reply in Gmail, Outlook, or Slack mobile apps.


Create a Website Campaign

Auto message site visitors throughout your site.


Support them easily

Send screenshots and Skype site visitors

Your CRM is automatically updated, every second.

Automate emails to customers

Send personalized emails to your customer list.


Automate online offers and messages

Deliver personalized messages to site visitors.


Update Activity in Salesforce

Automatically publish emails to Salesforce.

Change lead status from Open to Contacted.


Messages

Reply to customer emails and chats right from Slack.

Reply to emails right from Slack

Organize Everything

Sort emails by customer.

Show all web site chats.

Search all messages with customers.

View documents sent to customers.

Find files sent by customers.


Integrate

Emails in Gmail for Work and Outlook 365

Files in Google Drive, Dropbox and Box.

Tasks in Asana.

Tickets in Zendesk.

Zero disruption to the ways you already communicate with two-way integrations.

Real-time sync with Gmail and Outlook.

Auto sync emails to customer workspaces.

Attachments to Drive, Dropbox or Box.

Emails to Asana tasks in specific projects.

Reply in Asana to customer email.

Sync Salesforce accounts and leads.

Auto sync email to Salesforce.

Email to Zendesk tickets.

Skype with web site visitors.

Visitors start Skype calls with agents.

Messages

An App for Organizing Customer Conversations


Dossier is an app for organizing customer conversations, no matter where it happens, with zero disruption to the ways you already communicate. Based in San Francisco, Dossier is helping business owners, business professionals and teams around the globe intelligently sync their customer communication channels and organize documents, tasks and more. Welcome to a new way to build better customer relationships and a better business. To learn more, watch these videos.








Everything you need to communicate is in one app.

Email, Chat and Messaging

Communicate instantly with customers on email, chat or messaging.

Gmail & Outlook 365 Sync

All email, files and customer contacts in one place for your team.

Secure Customer Portal

Customers securely log in to view messages, tasks, and cases.

Email to Asana Tasks

Automatically escalate email requests to Asana tasks for resolution.

Email to Salesforce Sync

Communicate instantly with leads or contacts and update Salesforce automatically.

Email to Zendesk Sync

Automatically send customer emails to Zendesk tickets.

Website and In-App Sidebar

Messages, files, and tasks visible on your site or your app.

Skype Video and Audio Calls

One click Skype to start audio or video calls with site visitors.

Chrome and Safari Extension

Notifications and one-click access to customer conversations.

Share Screens

Take and share screenshots with customers for real time support.

Notifications Without CCs

Receive notification for customer emails, even if you're not cc'd.

Search Customer Conversations

Easily search for information across all customer conversations

Online Presence Detection

See when your customers are online and message them instantly.

Email and Website Automation

Send customers automated messages on email, on site, or in-app.

Welcome Forms and Messages

Welcome new customers when signing up on your site.

Send to File Storage

Automatically send file attachments into Google Drive, Dropbox and Box.