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HomeSource Conversations: Customer texting your store actually owns and controls
HomeSource Conversations

Customer texting your store actually owns and controls.

HomeSource Conversations is the integrated customer text messaging platform for independent, large-ticket retailers in the appliance, furniture, mattress, and plumbing categories. Your team sends and receives customer texts from inside the system they already use, with every message tied to a customer profile, an order, or a service request. Nothing lives on a personal phone.

HomeSource Conversations open on a laptop, customer text threads tied to the store record

Every message,
on one record.

The days of customer texting scattered across personal phones and shared inboxes are over. One number, one history, every message tied to the customer.

Texting your store actually owns.

Personal-cell texting is communication the business doesn’t own. When the rep leaves, the history leaves. Conversations makes it an asset the store owns, not the rep.

Every text tied to the customer record.

Because Conversations lives inside HomeSource, every message connects to the customer’s order history, service tickets, and quotes. No toggling between apps to know what’s going on.

Faster responses, no extra tools.

Customers prefer texting. Your reps are texting anyway, just on the wrong devices. Conversations gives them the channel customers want without a separate app, login, or bill.

“The future of Conversations is going to be an absolute godsend to our business. We’re going to take these texts, convert them into leads, and plug them into Gatekeeper. As we follow up on our ups and our quotes, we can really track our sales and capture anything that was on the fringe. That middle 60%, the maybe, that’s what we’re going to turn into a yes.”
Bill and Rod’s Appliance
Joseph Legato
Why now

Your most valuable customer file is in someone else’s pocket.

Customers prefer texting, and your reps know it. They’re already texting customers, just on personal phones the business doesn’t own. The day a rep leaves, the entire relationship that lived in those threads walks out with them. Conversations puts the texting back where the customer record already lives, built specifically for large-ticket retail, not generic SMS.

No conversation gets lost
between shifts or staff changes.

Where most stores are
Personal phones

Texting scattered across reps’ personal cells.

  • Texts come into personal phones from individual reps.
  • Conversations invisible to managers and teammates.
  • History lives on a device the business doesn’t own.
  • A customer asks about something texted weeks ago and no one can pull it up.
  • Staff turnover means lost conversation history.

The status quo most retailers are trying to leave.

The half measure
Generic SMS tool

A texting app bolted onto the side of the business.

  • Built for bulk marketing blasts, not back-and-forth retail conversations.
  • The customer record lives in your business system; the conversation lives somewhere else.
  • No connection to orders, quotes, service tickets, or deliveries.
  • Doesn’t know what the customer bought, when, or for how much.
  • Another vendor, another login, another bill.

Better than personal phones, but the gaps add up.

One record
The whole relationship
HomeSource Conversations

Every message in one place, tied to the customer record.

  • Texts come from a dedicated store number, not personal cells.
  • Every message attached to the customer’s profile, order, or service request.
  • Any team member can pick up a thread with full history visible.
  • Send a quote, payment link, or status update from inside the same thread.
  • One unified view of every conversation across the team and every location.

Built into HomeSource. No separate app, no separate login, no separate bill.

Texting that connects
to everything else in the store.

Customer texts come into the platform your team already works in, tied to the customer record, visible to the team, kept on the books.

Customer texts arriving in the shared inbox
A rep responding with customer history visible
Conversation history on the customer record
Step 01

Customers text your store number

A dedicated store number, not personal cells. Texts come into the shared inbox inside HomeSource, the same screen the team is already working in.

Step 02

Any team member can respond

The customer’s order history, service tickets, and quotes are visible alongside the thread. Send a quote, product spec, or payment link without leaving the conversation.

Step 03

Every conversation stays on the customer record

Full history attached to the customer profile, searchable months later. When a rep leaves, the conversation history stays with the store, not the rep’s phone.

A quick look at HomeSource Conversations.

Customer texting that lives inside HomeSource, tied to the customer record, visible to the whole team. In about a minute.

HomeSource Conversations video preview

Every message.
One connected thread.

Conversations is built around three workflows that share the same customer record, so what happens in one shows up in the next without anyone moving it.

Conversations is one piece of a connected platform.

Every text, every customer record, every order lives in the same system as CBMS, Pay, Commerce, AI, RPS, and Gatekeeper, not in a separate texting app bolted on the side.

HomeSource CBMS
POS & Back Office

HomeSource CBMS

Every text attached to the order, quote, or service ticket it belongs to. Open a thread, see the whole record.

Explore CBMS
HomeSource Pay
Payments

HomeSource Pay

Send a secure payment link in the same thread. The payment posts straight back to the customer’s record.

Explore Pay
HomeSource Commerce
Online + In-Store

HomeSource Commerce

A customer asks about a product online and the thread carries through. Same number, same record, in store or on the site.

Explore Commerce
HomeSource AI
AI + Automation

HomeSource AI

AI gives a read on how fast the team is responding and where conversations are sitting, so nothing waits too long.

Explore AI
HomeSource RPS
Customer + Product Data

HomeSource RPS

Send a product spec sheet without leaving the conversation, and every message lives in the customer’s history permanently.

Explore RPS
HomeSource Gatekeeper
Lead Tracking

HomeSource Gatekeeper

Turn a text into a tracked lead. A customer’s question in a thread becomes an up you can follow, so nothing on the fringe slips away.

Explore Gatekeeper

What large-ticket retailers ask before they switch.

The questions that come up most often on demo calls. If yours isn’t here, ask your rep and we’ll answer it straight.

HomeSource Conversations is the integrated customer text messaging platform for independent, large-ticket retailers in the appliance, furniture, mattress, and plumbing categories. Your team sends and receives customer texts from inside the system they already use, with every message tied to a customer profile, an order, or a service request. Nothing lives on a personal phone, and nothing gets lost between shifts or staff changes.
Independent, large-ticket retailers in the appliance, furniture, mattress, and plumbing categories, from single-store shops through multi-location operators. Sales floor staff, service and operations, customer-service coordinators, and managers all use it daily. It is built for retail customer communication, not generic bulk SMS.
Generic texting tools are built for marketing blasts and review collection. They sit outside your business system, so the customer’s record lives in one place and the conversation lives in another. They don’t know what the customer bought, when, or for how much. Conversations is built inside HomeSource, so every text the customer ever sent or received with the store stays attached to their profile alongside their orders, quotes, and service tickets. No toggling, no separate login, no separate bill.
In most cases, yes. We can text-enable your existing business number so customers keep texting the number they already have on file. If your current number can’t be text-enabled, we provision a dedicated store number. Either way, texts come into the store, not a personal cell.
Yes. Conversations gives a single pane of glass for every conversation across the team, every department, and every location. It’s the same experience whether the store is one location or many, not a separate dashboard you switch into for chains.
Nothing is lost. The conversation history stays with the store, attached to the customer’s profile, not on the rep’s phone. Whoever picks up the next inbound text sees the full thread the moment they open the customer record.
Most teams are comfortable with Conversations within minutes. There’s no app to install on personal phones and no separate login. Setup involves text-enabling your number, connecting your customer list (already in HomeSource for existing customers), and a short training session for the team.
Yes. Conversations runs in the browser inside HomeSource. Mac, Windows, tablet, and mobile all work, the same as the rest of the platform. Customers can send photos of model numbers, damaged items, or installation spaces, and the right person sees it.

Customer texting your store
actually owns and controls.

Schedule a conversation with our team. We’ll show you what Conversations looks like at the counter, on the sales floor, and in the service department, and how every text ties back to the customer record.

Already on HomeSource? Ask your rep about adding Conversations.  ·  Not on HomeSource yet? Ask what’s included in the platform.