Every Conversation. Every Channel. One Master Stream.
Stop losing high-value deals in scattered text threads, unread Instagram DMs, or buried email inboxes. Site Secretary unites all inbound and outbound client channels into a single, lightning-fast dashboard.
All Customer Touchpoints, Unified
"Ready to move forward with the Q4 retainer..."
SMS"Can you send the contract addendum?"
Email"Saw your case study on LinkedIn..."
InstagramMarcus Sterling
Managing Partner • Sterling Capital Group
Connect Every Platform In One Place
2-Way SMS & MMS
Send, receive, and automate text messaging with high deliverability and full MMS media support.
Email Synchronized
Track client email threads alongside their texts without losing historical thread context.
Direct Phone Calls
Make outbound calls and receive inbound calls directly in your browser with automated recording.
Social Direct Messages
Manage Instagram DMs and Facebook Messenger inquiries in the same exact stream as your texts.
Built for Fast-Moving Teams
One Single Thread Per Contact
Regardless of whether a client texts, emails, or sends an Instagram DM, all messages stitch together chronologically in one clean thread.
Shared Team Visibility & Assignment
Assign conversations to specific team members, leave internal private notes, and avoid embarrassing duplicate replies.
Canned Snippets & Quick AI Replies
Respond in seconds using pre-built templates, proposal links, calendar widgets, or 1-click AI-suggested draft replies.
Mobile App for On-the-Go Executives
Take your complete business communications with you on iOS and Android without sharing your private personal cell phone number.
Consolidate your communications today
Eliminate communication silos and experience the clarity of an executive unified inbox.