Kolleno

Learn what invoices, credit notes, payments, and attachments mean in your customer timeline.

Understanding Timeline References (Invoices, Credit Notes, Payments & Attachments)

Learn how to track all customer interactions, invoices, payments, and communications in one place.

Customer Timeline

Learn how to export a customer’s timeline to PDF for reporting or sharing.

How to Export a Customer Timeline

Learn how to reassign inbound timeline events such as emails or SMS messages to another customer.

Reassign Timeline Events

Decide who is the ultimate parent of a Customer Group, useful for your workflows.

Set the Parent of a Customer Group

Copy a direct link to any email from the Customer Hub timeline, or build one with workflow smart fields.

Copy Deep Link to an Email

Timeline

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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