All your customer conversations, docs and tasks in one place.

Dossier portal

Say goodbye to “where did that email go?”

Intelligent Workspaces

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 website 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.

Get back to customers faster

Automatically identify emails that are open

The business communications app for smart business owners.

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

Predict lead conversion and customer retention by account.


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.


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.


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.

Real-time sync with Gmail and Outlook.

Attachments to Drive, Dropbox or Box.

Reply to email in Asana.

Sync Salesforce accounts and leads.

Email to Zendesk tickets.

Skype with web site visitors.

Watch Dossier in action—see video solutions.

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 in the way they prefer.

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 and tasks.

Email to Asana Tasks

Automatically convert email requests to Asana tasks.

HubSpot and Salesforce Sync

Update your CRM with contacts, companies and email.

Email to Zendesk Tickets

Automatically send customer emails to Zendesk tickets.

Website and In-App Chat

Messages, files, and tasks 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 anything across all customer conversations

Online Presence Detection

See when your customers are online on your site and message them.

Email and Chat Templates

Send customers messages using email or chat templates.

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.