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How it works

Start with your company.
Grow with your team

RouterClip hosts the CRM for you. Your administrator sets up the company workspace, invites colleagues, and connects the channels you are ready to use.

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01 · Setup

Your first steps

  1. 01

    Create your account

    Register your company and choose a subscription to activate its workspace features.

  2. 02

    Add your team

    Give each person a role that matches what they need to do.

  3. 03

    Connect channels

    Authorize provider accounts and test each connection with a real message or call.

    3. Connect channels
  4. 04

    Add useful answers

    Add company documents and choose when an automatic reply or human review makes sense.

    4. Add useful answers

02 · Step by step

During a conversation

  1. Step 1 of 3

    See the request

    Messages from connected channels appear with contact details in the inbox.

  2. Step 2 of 3

    Reply or hand off

    An agent can answer, or a configured automation can help and leave uncertain cases for a person.

  3. Step 3 of 3

    Keep the record

    Your team can return to the conversation and continue with its available context.

Create your company workspace

Create your account, choose a plan, and connect your channels. RouterClip hosts the platform for your team.

Create account