0:00

Welcome back to the podcast. I'm so excited because today

0:01

I'm bringing on the co-founder.

0:05

Have a new favorite piece of tech and

0:05

software that I've been using inside

0:08

my firm, which is called missive. Missive is a very collaborative

0:10

experience with your team that can

0:13

actually help you to connect your

0:13

different email provider into missive.

0:17

To allow you guys to kind of allocate

0:17

emails, allowing for your team to

0:20

collaborate, centralize your inbox

0:20

and just make life so much easier.

0:24

And when I found missive, I just

0:24

was so grateful someone in one

0:28

of my programs and breakthrough. Actually one of my students

0:29

brought up missive and that's the

0:32

first time in a very long time. I've actually made a quick.

0:34

Quick switch to a new piece of tech and

0:34

software, because what we're using at that

0:37

time to help us to delegate the emails

0:37

was either very manual or The app that

0:42

we were using at the time was just not

0:42

like really doing what we wanted it to.

0:47

So in today's episode, we're really

0:47

going to deep dive into what missive is

0:50

and why I really think that it's going

0:50

to be a game changer for this industry.

0:53

How it's going to help you to

0:53

streamline all of your processes

0:55

when it comes to maybe even training

0:55

your team members, collaborating

0:59

them with talking to your clients. So it's not always on your plate.

1:02

We're going to deep dive into some

1:02

of their features and automations

1:04

and some cool tips and tricks

1:04

and even their security level.

1:08

So I'm so excited for today's episode

1:08

and selfishly, I was super pumped

1:11

to be interviewing them because

1:11

I took a lot of notes for myself

1:14

since I also am a missive user. So if you are interested in using

1:16

missive, I will drop a link inside

1:19

the description, but you can go

1:19

to workflowqueen.com/missive.

1:24

And I'm so excited for you to

1:24

listen into today's episode.

2:21

Hey, everyone, and welcome back to yet another episode of the conquering workflows and systems for

2:23

bookkeepers and accountants podcast

2:26

with your host here, Alyssa Lange. I am so really, really, really

2:28

excited about this guest today because

2:31

just recently I discovered an app.

2:34

It's called missive

2:34

and I've been obsessed.

2:37

It was actually one of my students

2:37

inside a breakthrough who had a question.

2:40

Has anyone tested missive? And it got me excited.

2:43

And y'all know I do not switch

2:43

tech very easily at my firm.

2:46

I keep my stuff really streamlined

2:46

to keep my team really focused.

2:49

But as soon as someone brought up

2:49

missive, I went around and digged around

2:52

and went to one of their demos and I

2:52

was massively impressed about the way

2:56

that they're able to help us amplify. The way that we centralize

2:58

our communication with our

3:00

clients inside of email. And before we were using Hiver

3:02

and we did an overnight jump ship.

3:05

As soon as I went through

3:05

the demo, really liked it.

3:07

We rolled it out on the team and

3:07

I've just been impressed ever since.

3:11

And it's been a pivotal moment for my firm. And so I really wanted to bring on

3:12

one of the co founders at Missive.

3:16

His name is Philippe. And I'm so excited.

3:18

Thank you so much for being here today. Feel free to introduce yourself and we'll

3:20

go ahead and dive into all things Missive.

3:23

All right. Thanks, Alyssa. Well, thanks for the opportunity to,

3:24

present missive to your audience.

3:28

Well, my name is Philip. I am the CEO at missive.

3:31

for people unfamiliar with

3:31

missive, think of it like let's

3:34

say a multiplayer email client.

3:36

All right. So everybody is doing email, whether

3:37

it's in Gmail, Outlook and whatnot.

3:41

Now. Missive actually is an email client

3:42

like Gmail and Outlook, but you

3:46

have your colleagues around to help

3:46

you and support you in your emails.

3:50

All right. So we founded missive now,

3:51

I think eight years ago.

3:54

So it's a long journey. We're a bootstrap independent business.

3:58

So we haven't, we've

3:58

never raised any money.

4:01

So we're. Completely self finance with profitable.

4:05

before that I learned to code by myself.

4:07

So before that I had a degree

4:07

in business management.

4:10

And then uh, meet my co founder and

4:10

just start like playing with some

4:14

code and we decided to create missive. And then here we are many years later

4:16

with a pretty good, solid product.

4:21

I love it. I didn't know you guys had been

4:22

around for almost eight years.

4:25

And I'm so sad that I barely

4:25

just got introduced to

4:28

missive. Well, we started at the

4:29

beginning, I mean, it was just.

4:32

Us and really a few customers we're,

4:32

weren't really good at marketing and the

4:37

product just really got its thoughts. It took a long time to actually

4:39

get some traction, but now

4:42

I think we're finally there. Oh, I love it.

4:45

Well, I'm so excited that you're here. I'm sure this is going to bring

4:47

a lot of traction for you guys.

4:49

Like I said, in the intro, this is a

4:49

really big issue in the accounting space.

4:53

I'm sure it is for other industries,

4:53

but this podcast specifically

4:56

supports the accounting space. And one big question that

4:58

we have all the time is.

5:00

You know, how are you managing all the

5:00

different emails from clients or, Oh my

5:03

God, I can never let go of emails to team

5:03

members because how are they going to

5:07

get into my inbox and so on and so forth.

5:10

And like I said, we

5:10

manually did this process.

5:12

So before we were even using

5:12

something like Hiver or even Missive

5:16

beforehand, we've always been in Gmail. And so essentially we

5:18

started off with Gmail. And we have like a manual

5:20

way of tracking our emails.

5:23

So like an assistant of ours would go

5:23

in every day and like, kind of like

5:27

filter, like the different emails to

5:27

the different, you know, team members

5:30

who are in charge of that client. And that worked really well.

5:32

And it, honestly, we had a pretty good

5:32

system going, but then I wanted it

5:36

to be a little bit more streamlined. And then I heard about Hiver from a

5:38

friend of mine, her name is Brooke.

5:41

And she. Was really gonna hoe about it.

5:43

She still loves Piper very, very much.

5:45

so we tested it out, but there was a lot

5:45

of functionality that was still missing.

5:48

And one big thing for me was I

5:48

really didn't like that with hyper.

5:52

I couldn't connect our like social media

5:52

platforms because at my firm, we work

5:57

with a lot of like social media managers,

5:57

like online course creators, people who

6:01

like, That's where we land our clients.

6:03

So we wanted like one centralized

6:03

area where like we didn't

6:05

have to go to different apps. You know what I mean? And so that was a big, big key player for

6:07

me when I decided to switch to missive.

6:12

And so, like I said, this is

6:12

a big, big issue in our space.

6:16

So I'd love to kind of start off

6:16

like trying to explain in like

6:18

the easiest terms possible for our

6:18

listeners, what is missive to you?

6:22

Like in the grand scheme of things,

6:22

when it comes to helping them manage and

6:26

maintain the communication between their

6:26

clients and themselves and their team.

6:30

Well, two things like first like you just

6:30

said, we try to break communication silos.

6:35

All right. So for an accountant right now

6:36

you probably receive email at

6:41

your personal email address. You also might have shared email

6:43

address, like, I don't know, support or

6:48

sales or whatever's the email address.

6:52

So you have many different email address.

6:54

And then each of your

6:54

employees or colleagues also

6:57

have their own email address. Now, your clients, they might

6:58

email you personally for something

7:03

that you will not do for them.

7:05

And that's the same thing in, many

7:05

different types of businesses.

7:08

And for instance, if you have

7:08

a, you're a trucking company,

7:11

you are the CEO, you pitch the

7:11

company to a really big customer.

7:15

Now that customer is always going to

7:15

email you personally for things that

7:19

you probably won't execute on, right?

7:21

So you need to delegate those

7:21

things that steam from the

7:25

email received from that person. in Missive, because it's collaborative,

7:27

you're always just one click away

7:33

of faking an email, and for just

7:33

that particular email, assigning

7:38

it to somebody else in your team. Alright, and just that, the ability to

7:40

take a personal email, And offload it

7:45

to somebody else just by assigning it.

7:48

And then under that email, having

7:48

the ability to have an internal

7:52

chat conversation with that

7:52

person you've just assigned to

7:55

that email is extremely powerful.

7:57

I don't know in the accounting business,

7:57

but let's say you receive an email.

8:01

You're not going to work on this. You want your colleague to work on it.

8:03

You assign that email to that

8:03

colleague and then just under it.

8:07

You type a few words. Hey, please, can you look into this?

8:10

I won't have time. And then, just like that, your

8:11

employee is going to take over.

8:14

And can keep watching that email,

8:14

that conversation unfold to make

8:17

sure everything is done right. But now you have that possibility.

8:21

That actually in Gmail

8:21

Outlook is just not possible.

8:24

And as for other solution like Iver

8:24

or more like Helpdesk solution.

8:29

If they don't feel like

8:29

an email client, right.

8:32

And for most people, and I think specially

8:32

accountant, which have been emailing for

8:36

like decades now, like going from an email

8:36

client, like outlook or Gmail to basically

8:41

a L desk is a really big ask, right?

8:44

So. It is missive. Yeah.

8:46

Yeah. Missive feels like an email client.

8:48

Like you, you still feel like you're

8:48

not Gmail or Outlook, but you still feel

8:52

you have the same exact functionalities.

8:54

We, we have customers that

8:54

use missive and they're alone.

8:57

They're just like the UI because it's

8:57

just a good email client by itself.

9:01

Yes. Yes. 100%. I like the way that you kind of

9:03

explained it here too, about how

9:06

if you've got an email coming in,

9:06

because this is how it always happens.

9:09

We get on a consult call with

9:09

a potential client, right?

9:12

And during that consult, they're

9:12

usually scheduling with your email.

9:15

So they're getting the reminder

9:15

emails to show up to the call

9:18

directly from your email. But, but then by the time you put

9:19

them through the pipeline and they sign that first contract, they now

9:21

might need to give you pass along

9:25

to maybe their cleanup specialist. And then from the cleanup

9:26

specialist to the account manager.

9:29

And, This client, we don't want them

9:29

to be like leeched onto us and have

9:32

this assumption that we're the only

9:32

ones that can take care of them.

9:35

And so that was a big reason why missive

9:35

was impressive to me because yes, we do

9:40

have to give you some context at my firm.

9:42

We have each of our team

9:42

members have their own at email.

9:45

So like Alyssa at my business

9:45

name, Kylie at the business

9:48

name and so on and so forth. And then we have a support at email

9:50

and the support at emails where we

9:53

communicate day to day with our clients.

9:56

And we like it because all we have to

9:56

do inside of missive, which I believe

9:59

you gave me the workaround for was to be

9:59

able to swap between email signatures.

10:03

So that way we can all still respond from

10:03

the email support at, but then be able

10:08

to swap out email signatures for each

10:08

of the team members depending on who's

10:11

having the conversation with the client,

10:11

and so it still makes it very personable.

10:16

But yet keeps it really streamlined. We can assign things.

10:18

And like you said, we have the

10:18

ability to write notes on the emails.

10:22

Like you said, there's a lot of days like yesterday. I took the day off and I was like,

10:24

I don't really want to work because

10:27

I was busy, like doing DIY projects

10:27

around my house and I wanted

10:31

to be able to get my stuff out. And what I did was I made notes on certain

10:32

emails and shot them off to the team

10:35

and I don't have to worry about them. Yeah. And previously, if you have been using

10:37

Gmail, you probably would have like

10:41

Needed to forward all those emails

10:41

or I pick screenshot and maybe if you

10:47

use slack or Microsoft teams like post

10:47

screenshot and say, can you hop over

10:51

that overdose now in missive because you

10:51

both have your emails, your colleagues

10:56

and your internal chat in one app,

10:56

there's no more silos is you're always

11:01

just one click of delegating something.

11:04

to a colleague. So this to me is really the

11:04

greatest advantage of missive.

11:08

They're like first not being alone

11:08

and second, not having silos, right?

11:12

Everything is in the same place. Oh, I love that.

11:15

Now you were just talking a second ago about Slack. Cause we use Slack for like

11:16

internal communication.

11:19

Would you say that missive essentially

11:19

could replace something like Slack or

11:23

is it best to use missive in the context

11:23

of communication between the emails?

11:28

Well, our most devoted customer,

11:28

not saying that you're not one

11:31

of them, but they actually use

11:31

MISIP for internal chat as well.

11:35

So yeah, well, it's, it's sometimes a big

11:35

ask for a company, especially if you've

11:40

been using Slack for like 10 years now.

11:43

It's a big jump to go and just start

11:43

using Missive for everything, but more

11:48

and more of a long term customer at

11:48

the end of the year, they say, well.

11:51

Maybe they're evaluating like all the

11:51

different apps they have in their toolkit.

11:56

And they say, well, I think missive is,

11:56

it's probably not only good enough for

12:00

chat, but it's actually probably even

12:00

better because now, you know, it's not

12:04

just my internal chat and one silo, but

12:04

it's both my external communication and

12:08

my internal con inside one application.

12:11

So we do have a lot of customers that

12:11

do everything from Missive itself.

12:15

Oh, cool. So it like you said, it just depends

12:15

on how married are you to your app.

12:18

Is your app working really well? I know that for us. Slack.

12:21

Like you said, you kind of hit it when

12:21

you said you've been using it for so long.

12:25

We've been using Slack for so long. We have so many combinations.

12:28

Yeah. And it's so hard to sometimes leave those

12:28

things, but it works really well for us.

12:31

And for any of the listeners whenever

12:31

anybody introduces tech and software,

12:35

as most of you know, I bring up tech

12:35

software all the time, left and right.

12:39

If something is already working for you,

12:39

don't try to like fix what's not broken.

12:43

Like missive for us was.

12:45

Solving is very specific problem.

12:48

And so my recommendation for our listeners

12:48

here is that when you can identify

12:52

what you are trying to solve, what

12:52

apps have the ability to solve that.

12:56

And so if one of your big pain points

12:56

right now is delegation of emails that

13:01

you feel like you always have to do it. And another big thing for me

13:02

that I really love, believe that

13:04

I believe that you probably are

13:04

going to so back me on is that.

13:07

Missive is also a great

13:07

training tool for new employees.

13:10

So like when you have new employees

13:10

working with you, instead of you just

13:13

immediately being like, okay, here's

13:13

our email, go respond to the clients.

13:17

Instead, what you can do is have

13:17

them draft the emails and then you

13:20

can give them like feedback notes on

13:20

the emails before the final sendoff.

13:25

And so for us, we're starting to use it

13:25

in our training of our employees as well.

13:29

Yeah, definitely. Like app massive, we use massive

13:30

to do our customer support.

13:34

And what we do is that we have a

13:34

couple of labels and whenever we have

13:37

a really interesting conversation

13:37

with a customer or explaining a

13:41

problem we never had in the past,

13:41

we apply a specific customer support

13:45

training label to the conversation.

13:47

So when we hire someone or someone is

13:47

starting out, they can go on that label

13:52

and just read all of those conversation. That we have with customers that explain

13:54

different things in the application

13:57

and just by going through those past

13:57

conversation they learn how to actually

14:02

do customer support from missive. Like you say, missive is

14:04

extremely good also because.

14:08

Because it's again, a multiplayer

14:08

application, it's collaborative that

14:12

you employees whenever is not sure about

14:12

something is always just one mention away

14:17

for me to confirm where it was replying to

14:17

the customer in this draft and I can even,

14:23

you know, go and edit the draft myself.

14:26

And send it then myself. But yes, it, again, having a

14:28

collaborative email client is a game

14:33

changer for many, many different aspects

14:33

of running a business, especially

14:37

for businesses like That do a lot

14:37

of work that's themed from emails.

14:40

And I guess accountant, like

14:40

most of your clients, they send

14:44

questions via email, right? Yeah.

14:46

That's like the predominant place. there's some listeners here.

14:49

You'll probably say, well, then

14:49

some of our clients like text us and

14:51

then some go here and some go there. And you know, what happens

14:54

if I have Google voice, how

14:56

will it work for miss it? And for anybody listening, who's using

14:56

Google voice as your business line

15:00

and it's connected to your, like. Email that essentially you get like

15:02

codes or anything like that for 2FA for

15:05

the clients that we have to deal with. The beauty is because Missive

15:07

isn't taking over Gmail.

15:10

You're connecting your Gmail

15:10

directly to Missive or whatever

15:14

email platform that you're using. I'm sure there's a limit on which types

15:16

of email platforms, but essentially

15:19

you're connecting your Gmail so you

15:19

don't, you lose the functionality of

15:22

things like your Google voice to be

15:22

able to get all that information over.

15:25

And I just, I love that piece. Yeah, definitely.

15:28

Yeah. Yes. So I do have a question.

15:30

This is selfishly because like, this is

15:30

such a genius idea when you're talking

15:33

about the label that you use for like

15:33

really intricate conversations with

15:37

clients, because that happens often. And this is one big pushback we get from

15:38

a lot of our listeners saying, I can't

15:42

let go of my email because what happens

15:42

if a client asks for specific documents?

15:46

Cause they're trying to buy a home

15:46

and, you know, bla bla bla, the team

15:49

member and I not know how to do this. I would love to know, what are you

15:50

labeling that label every time that

15:54

you have those emails that you guys

15:54

want to use for future training?

15:57

so we have like one parent label called a

15:57

customer training, and then we, we simply

16:03

have one that's called ARD under it.

16:05

Easy and then normal. I, if I remember well, so we have three

16:07

label, it's just like for extremely art

16:12

case, we're going to apply art for normal

16:12

one, normal, and then for easy one, easy.

16:16

All right. So the employee is just going to

16:17

start by reading the easy one.

16:20

And then when he opens the team inbox.

16:24

If a question is too complex, won't

16:24

reply for the first few weeks.

16:28

He's simply going to reply to

16:28

the one he's able to do so.

16:31

And then when we feel he's ready, you're

16:31

going to go and learn the normal cases

16:36

and then start reply to those as well. And then when he's been around with

16:38

us for a few weeks, months, then

16:42

you start to familiarize themselves

16:42

with the artist case and then can

16:46

start to reply to those as well. So it's quite simple, but I mean,

16:48

because labels are flexible, you could

16:52

come up with any system you like. I love that so much.

16:56

And I know I'm going to go down a rabbit hole, right? When we get done with this podcast,

16:58

because it's such a great idea

17:00

is creating the different labels. Cause there are like different,

17:01

like almost FAQ bank.

17:05

Of like the typical things, not

17:05

typical, but like the things that

17:07

clients have brought up in the past

17:07

that might be good for training.

17:11

I like that you segregated between easy,

17:11

medium, hard for that, those labels.

17:14

This is so genius because you just

17:14

inspired me to go create this after this.

17:20

I'm very excited about it. So I wanted to kind of dive

17:21

into other features of missive.

17:26

One big thing is rules and automation,

17:26

because I'm like really big on like

17:29

connecting Zapier apps and all the

17:29

things I haven't gone down that

17:33

rabbit hole yet with missive, but

17:33

do you guys have the open API with

17:37

Zapier to be able to do connections? Yeah.

17:40

we are integrated with Zapier.

17:42

So, you know, native, I think integration.

17:44

So. In Zapier you have the ability

17:45

to set up triggers by missive.

17:50

So, for instance, whenever you create

17:50

a contact in missive, send that

17:55

contact information in Zapier and

17:55

then create a contact in some CRM.

18:00

Or it could be the other way around,

18:00

like when you receive an email in

18:04

missive well, in Zapier, if that email

18:04

contains those keywords, it's Well

18:09

do something some other places or the

18:09

other way around, for instance, if you

18:14

have a Google form on your website,

18:14

you could have a zap that says whenever

18:19

the form is submitted then go and add

18:19

that information in missive itself.

18:24

All right, so you can link actually

18:24

missive to any system that way.

18:29

we support like what we call custom

18:29

channel and with a custom channel,

18:34

technically you could integrate

18:34

missive to consume message receiving

18:38

any other types of systems. So some of our customers are going to have

18:40

like internal system that creates tickets

18:44

when their customer writes something,

18:44

and then using our API or Zapier for that

18:50

matter, whenever that happened, it will

18:50

create a misadministrative, and when you

18:54

reply using a draft admissive, it's going

18:54

to go back via Zapier and then reply

18:59

to that ticket in that other platform.

19:01

So they can centralize

19:01

all of their information.

19:04

So misadministrative Can be about SMS.

19:08

And you said previously, like

19:08

Facebook messenger, WhatsApp, and

19:11

also any custom channel, if, if, if

19:11

you want to integrate it with us,

20:22

I love it. Yeah. Like I said, that was a big selling

20:23

point for me because we communicate

20:26

a lot on Instagram with, we land a

20:26

lot of our clients via Instagram.

20:30

That's just like where they hang out. And so it just made sense because

20:31

literally I will never go check my

20:34

Facebook or my Instagram messages. Like, because I'm just so busy and

20:36

like, you could find me quicker on my,

20:41

computer and get ahold of me that way. Then you can on my phone.

20:43

Like I literally have 400 unread

20:43

text messages and it is so wild.

20:47

And my friends make fun of me because of it. Cause I'm like, literally the best way

20:49

you can get ahold of me is message me

20:52

somewhere that it's eventually going

20:52

to get into either Slack or my email.

20:56

it's my life. It's sad. Um, So I wanted to talk about a little bit

20:57

more of the rules and automations, because

21:01

one thing that really stood out to me is,

21:01

and I know that I'm haven't even touched,

21:06

like just the surface of it quite yet.

21:09

But there's a lot of different rules

21:09

and automations you can set up.

21:11

And one thing that really impressed me

21:11

a lot was the ability to create like

21:15

an auto responding email based off

21:15

of like, if you don't reply back to

21:19

a client within a certain timeframe.

21:21

So like, for example. I once worked at this tax repair

21:22

personally for like my own business.

21:25

And I had a really bad experience

21:25

because I would send them over the

21:29

documents that they needed or send over

21:29

the information and I wouldn't hear

21:32

for them from them for like a month. And so I would get stressed at

21:34

like, did they not receive it?

21:37

Did they not get my important information

21:37

that has my social security number on it?

21:40

Like those things fly through your head. And so it made me realize that

21:42

I didn't want my clients to go

21:45

through that same experience. So I really like that within missive,

21:46

we can create an automation that says

21:50

like, if a client, you know, does

21:50

this, And sends us over an email.

21:54

We don't reply within 24 hours to then

21:54

send them an email saying, Hey, we just

21:57

want you to know where you received

21:57

your email, we will loop back with you.

22:00

If there's any, you know, open

22:00

action item or so on and so forth.

22:03

So I'd love to kind of dive into that

22:03

functionality because I'm just obsessed.

22:08

Yeah. So we call them SLA rules or

22:08

SLA for service level agreement.

22:13

It's usually the term customer will ask.

22:16

when they want such feature. well, let's explain what

22:18

are the rules and missives.

22:20

So rules and missive is way too.

22:23

for instance, you have

22:23

incoming email rules, right?

22:27

And in those, in that case, you

22:27

could have couples of conditions.

22:31

For instance, if the email was received

22:31

in the team inbox support, and it was

22:37

received during our business hours.

22:40

And that email is still open

22:40

and on reply after 24 hours.

22:46

Well, trigger some actions and the

22:46

actions you can automatically reply to the

22:51

customer, or you could apply a label like

22:51

let's say SLA breach, or you could notify

22:59

stakeholder in your, in your business. Or you could notify all of the people

23:02

that are assigned to that conversation.

23:06

A, it's urgent. You should reply to this ASP, right?

23:10

So the rule engine basically is a set

23:10

of conditions and where they're all

23:15

match, you trigger a set of actions.

23:18

And, that makes this extremely flexible.

23:20

And you can trigger rules when you receive

23:20

emails, but also when you send emails.

23:25

So for instance. if we still talk about new employees,

23:26

sometimes you might want to share your

23:31

email account with a new employees, but

23:31

you still don't want them to reply using,

23:36

let's say, your personal email address.

23:38

Maybe you want them to monitor your

23:38

emails, but you don't want them to be

23:42

able to send email using your address.

23:44

So you could create a rule that says

23:44

whenever that new employees send

23:48

an email using my email address.

23:51

Stop the delivery of the email and add

23:51

a note to the conversation that tells

23:56

something like, Hey, you can not use

23:56

my email address to reply to customer.

24:01

Please use yours. Right?

24:03

So by having the rule engine, whenever

24:03

you send email, you can kind of set up.

24:08

You add the ability to make sure that

24:08

people inside of your organization

24:12

don't use stuff that they should not. That's just one example, but like the rule

24:15

engine is you have thousands of use cases.

24:20

Yes, I like that example though,

24:20

because I mean, would this work

24:24

for the person who owns missive? I'm asking for me, because when I'm

24:26

like sometimes in there, it will, like

24:32

when I start a brand new email thread

24:32

conversation, it's going to automatically

24:35

kind of attached to my direct emails,

24:35

like my Alyssa at magneticbookkeeping.

24:39

com email. So we'll automatically attach to that.

24:42

Is there a way that like if I

24:42

accidentally send it like for me

24:46

through my own email to like reply to

24:46

clients that will also do the same?

24:50

Yes. Yes, definitely. You could say hub.

24:52

Okay. So if I'm replying to an email that

24:52

was receiving that team inbox, Using

24:58

Alisa app instead of a support app

24:58

will prevent the delivery and add a

25:04

note under the email so you can go and

25:04

manually switch to the right address.

25:08

So, yeah, definitely. Because I'm like, I kind of need that more

25:10

for myself because I can't trust myself

25:14

because like, it's such a, I love that

25:14

there's so many, like, I can just do the

25:18

dropdown to say like, Oh, I want to use,

25:18

you know, the support at email with like

25:22

my signature that includes my information.

25:25

And I like that. But then there's sometimes when I'm like

25:25

doing something really quickly where

25:28

I'm like, Oh, shoot, I got to remember

25:28

to toggle to like the support at.

25:31

And so I really liked that even I

25:31

could put those parameters on myself.

25:35

And I believe too, for, missive as well.

25:38

You guys also have the functionality

25:38

to be able to send off emails.

25:42

Like when someone replies to us

25:42

on a weekend to also say like,

25:45

Hey, you've reached us during

25:45

like outside of office hours.

25:48

We'll get back to you, you know,

25:48

at a later date and a later time.

25:51

Correct? Yeah, definitely. Like, and again, that would

25:53

be with the rule engine.

25:55

You'd say whenever we receive an

25:55

email at those specific addresses

25:59

outside of our business hours. automatically reply, say,

26:01

Hey, we're just closed.

26:04

We're going to reply next Monday. Oh, I love that.

26:07

Yeah. Cause before inside of Gmail,

26:08

we used to have to do boomerang.

26:11

And then we had to like manually every

26:11

single day at the end of our day,

26:14

someone on the team had to be in charge

26:14

by 5 PM every day to like turn it on.

26:19

And it was so frustrating. Yeah.

26:21

And so it's nice that it's just kind of

26:21

already set up and is missive available

26:26

in all countries, in all States? Like, is it available everywhere?

26:29

Yeah. Yeah. Well, it's only in English, but

26:30

I guess your audience is mainly

26:34

in English, English speaker. But yeah, it's, it's available

26:35

everywhere in the world.

26:39

Oh, I love that. And so I'd love to talk about for our

26:40

listeners here, cause there's people

26:43

who are like Outlook users and Gmail and

26:43

there's Yahoo, like all over the place.

26:47

Does missive connect? Like, does it have a limit of what

26:48

app, like a email provider can

26:51

connect with and not connect with? So we support all online providers.

26:56

So we support Gmail,

26:56

Google workspace natively.

27:00

We support office 365, Outlook natively.

27:05

We support IMAP servers natively.

27:08

The only one that you might have

27:08

trouble is Microsoft Exchange.

27:13

It's, we support them only if

27:13

you enable in your Microsoft

27:17

Exchange settings to allow the IMAP

27:17

connection, which is most of the time.

27:22

So technically if you have multiple

27:22

provider for email accounts at

27:27

your business, you can connect

27:27

them all in this, in one place.

27:30

And there's no limit to the number

27:30

of accounts you can connect.

27:33

Okay, cool. That makes sense. And for anyone who's listening, who

27:35

might, we have people who listen from

27:39

all over their journey and running

27:39

their firm, whether it's they're just

27:43

solo, or maybe they're hiring right

27:43

now, or they're trying to train someone.

27:46

Do you recommend missive when it's

27:46

just them and they don't have any

27:49

intentions of hiring right now? Or is it better when it's like

27:51

a collaborative experience?

27:54

Well, I think Missive shines with

27:54

the collaboration, although we

27:58

have a lot of solo users as well.

28:01

Now, the thing is that if you start

28:01

with Missive and you plan to expand your

28:07

practice at some point and hire people,

28:07

it's just going to be easier if you're

28:11

already in a product like Missive, right?

28:13

You're just going to invite that

28:13

new employee, and then you're going

28:17

to have access to all of the nice

28:17

collaborative features Missive offers.

28:21

So if you, but it's going to be a

28:21

bit more expensive than let's say

28:25

Gmail and that's a, it's cause you're

28:25

going to pay for one missive license.

28:29

And it's a bit more

28:29

expensive than just Gmail.

28:34

Gotcha. And to be honest, like I

28:35

will give my experience.

28:37

And like I said, we literally

28:37

jumped ship in a heartbeat.

28:41

Like I went to the demo. I remember like asking all

28:42

the questions at the demo.

28:44

Actually, one of my students was there too. And she's was in accounting.

28:47

She's like, Oh, it's really nice to see you. so anyways, when I went to the demo,

28:48

it was literally that same day.

28:51

I was like, it's happening. Like we're making the move. And my poor team is like, Oh my

28:53

God, But it's very rare, seriously.

28:58

So rare for me to ever

28:58

jump ship that fast.

29:01

I literally am one of those people who

29:01

will use the same piece of tech for like

29:04

many years, because if it's working for

29:04

us, we're efficient, we can get things

29:07

done, we can get to the end result

29:07

faster, you know, and save money and time.

29:11

Then like, I don't

29:11

change, but man, Missive.

29:14

There was something about it

29:14

that just really had me gung ho.

29:17

So I will say for anyone who's listening,

29:17

who may not know right now, maybe you

29:21

really just think you're solo in your

29:21

business and you're like me where

29:23

before I thought I'd never hire anybody. And then the day comes around where

29:26

you just get slammed with work and

29:28

you might want to hire, then I can

29:28

tell you from experience that it

29:31

was so easy going into Missive.

29:34

Like, I don't know what you guys have

29:34

done, Philippe, like on your guys's end,

29:37

but it was so beautiful just popping in.

29:40

You guys made the experience so easy. And also I really like that you have

29:41

the ability to attend the demos to

29:45

get like live questions answered.

29:47

Like I really, really love that.

29:50

Yeah. So the webinars we call them has

29:51

been really successful because.

29:56

It's one thing, you know, to go on a

29:56

website and see a list of features and

29:59

it's a totally other things to see it

29:59

live and be able to ask questions as

30:05

previously I was the one doing a demo. Now we have someone that does all

30:06

of them and it's, it's, it's so easy

30:11

to see the potential value for your

30:11

practice by looking at a live demo as

30:17

opposed to just see a list of features. So

30:21

I love that. That's a really good perspective of

30:21

the reason why you guys did that.

30:24

Because honestly, it was really one

30:24

of the main points because I was able

30:27

to bring up the questions that I had

30:27

specifically to my unique scenario,

30:31

because, you know, the way that we run

30:31

things at an accounting firm is going

30:34

to be different than a trucking company

30:34

or different than, You know, like a

30:37

social media manager, everyone's going

30:37

to use it in a different capacity.

30:41

And I really, really like this. And one big question I know that my

30:42

listeners are totally going to want me

30:45

to ask you is, is missive safe because

30:45

we do deal with account numbers, social

30:49

security numbers, which I don't recommend

30:49

emailing it like that information,

30:54

but is it a safe and secure software?

30:57

Yes, definitely. So we follow all of the best

30:58

practices for SAS software.

31:03

So your data is encrypt uh, at rest.

31:06

We are hosted on AWS and

31:06

a Roku private space.

31:12

So a service offered by Salesforce which

31:12

are recognized like hosting platform, and

31:17

we're in the process right now of being

31:17

of getting our SOC two certification.

31:22

the SOC two certification is

31:22

technically a CPA doing a noted

31:27

of all of your security practices. And we should get that in

31:30

a few weeks, months now.

31:33

So we're already quite

31:33

advanced in the process.

31:36

Oh, I love that. Yes. Cause that's going to be huge for anyone

31:37

in my space is always doing additional

31:41

research to make sure it's, you know, up

31:41

to par and we don't have to risk anything

31:45

for our clients because That's incident.

31:48

Yeah, of course. And if you're a customer, I have

31:49

some more advanced questions like

31:52

you can always email me personally.

31:54

And for we have big customers now and that

31:54

have like hundreds of license and missive.

31:59

And for those, usually they would

31:59

have like, they have a dedicated I.

32:03

T. Departments. And they have a list of security

32:04

questionnaire, always happy if you

32:09

have those you can send them over and

32:09

we can, describe and define all of the

32:14

way we make your data safe and massive.

32:17

Happy to help for that. Yes. And I love that there's accessibility

32:19

because I do know that the questions

32:22

I've had about things that have come

32:22

up as well for me, or even for my

32:25

team that I've kind of passed along. I like that I can reach

32:27

somebody specifically.

32:30

And this was one of the big reasons why. Well I didn't know that this was going

32:32

to be an issue until I left Hiver and

32:35

went to Missive, but when I started

32:35

the process of ditching Hiver because

32:39

like we got, I wasn't going to pay

32:39

for two different tech doing the same,

32:41

I don't want to say the same thing. They're very similar. They do a lot of the same

32:43

thing, but there's just functionality of each of them.

32:47

different strokes for different

32:47

folks of whoever would use what.

32:50

Like my best friend, she's obsessed

32:50

with Hiver and I'm like, cool, as

32:52

long as it works for you, I'm happy. Right. But one downfall I had was when I

32:54

was leaving Hiver, like they would

32:57

not let me easily cancel my account.

33:00

I was like forced to talk to an

33:00

account manager and I was like,

33:02

I literally am out of town. Like I just want to cancel.

33:05

It took three weeks and they charged

33:05

me like the additional month.

33:08

Granted they refunded it

33:08

and they told me they would.

33:11

Yeah. And so it was not the funnest

33:11

experience, which I understand

33:14

why they do offboarding. For most companies because

33:15

they want to get feedback. Why are you leaving?

33:18

I understand, but there's also busy

33:18

business owners and it, it didn't really

33:21

rub me the right way to be honest,

33:21

at the very end of my experience.

33:24

And I feel like I could not

33:24

get ahold of anybody and nobody

33:28

was replying to my emails. I had to use the chat box and

33:29

there was never someone there.

33:31

And so that's what's, I love now that I'm

33:31

into miss if I wouldn't have known that

33:35

about hyper until I was leaving them. But one thing I love about

33:36

missive is I know that I can

33:40

go somewhere to ask a question. It's either the demo or email one of

33:42

the team members, and I can get leaked

33:46

out articles, linked out support. Like, you know, here's some information

33:48

and like, you know, questions I've

33:51

even brought up to you, that you've

33:51

been so helpful with the journey.

33:55

And it's just, I'm just very grateful

33:55

for that because for me, customer

33:59

experience is going to make or break,

33:59

whether I stay with the software or not.

34:03

Of course. And that's really important for us.

34:05

You know, we're, like I said at the

34:05

beginning, we're a bootstrap and

34:09

independent, so for us, like our

34:09

customers are, it's all the value behind

34:13

the company, no customer, no value. Well, that's the same thing for all

34:15

businesses, but it's something we

34:18

realized really quite early in the

34:18

journey because ourself, we're not

34:22

accountant, we're not truck drivers.

34:25

So we don't know all of all of those

34:25

customers work on a daily basis.

34:29

So we do need to have those interaction

34:29

just for us to have the ability to

34:34

synthetize all of their problems and

34:34

create a solution that works right.

34:39

Because if I create a solution just for

34:39

me and my colleagues, it's not going to

34:43

be good for, for, for everybody else.

34:45

So having those conversation,

34:45

replying to customer questions.

34:50

And always do so even if we're getting

34:50

to a bigger scale now is really important

34:54

for us because that's the way we can

34:54

keep the product in, in, in check.

34:58

And especially like a product that solves

34:58

real problems, our customers problems.

35:03

Yes, I love how you nailed it there.

35:05

I think this is so amazing. I'm so happy that I reached out and

35:07

was like, I need you on the podcast.

35:10

I need the whole world to

35:10

know all things missive.

35:13

It's funny because in my group coaching

35:13

programs called breakthrough, I already

35:16

planned to do like a missive session

35:16

with everybody, but I first want to

35:19

nail down my missive, like come down

35:19

to the tee to like share it with

35:23

my group because they're all like,

35:23

Alyssa, how are you using missive?

35:25

And people keep bringing

35:25

it up on by coaching calls.

35:28

Cause we do coaching calls weekly and. And people keep posting in the group

35:30

like, Alyssa, how are you using Missive?

35:33

And it's been so cool watching

35:33

them also integrate this new tech

35:36

and to really experience it for

35:36

themselves and bring up what they're

35:39

loving about it and the things that

35:39

they, you know, want to do with it.

35:43

And it's just so freaking cool. I just love it.

35:45

Awesome. That's good to hear. You know, as an insecure founder,

35:47

sometimes, you know, I work on

35:51

Missive and in Missive every single

35:51

day for the past eight years.

35:55

So sometimes you see the problems. And it's always so refreshing to

35:56

have conversation with, with our

36:00

customers, because most of the time

36:00

they're like, no, it's amazing.

36:03

Like, yeah, this is changed my business.

36:06

It's the best thing I had like this year.

36:08

It's like, I'm less busy because of it,

36:08

or I can solve more problems more quickly.

36:13

So I'm glad it's, it's helping you.

36:16

Yeah. It's so funny because I tell like my

36:17

students all the time, Y'all need to

36:21

stop thinking that your clients think

36:21

that you're chaos and that you're a hot

36:23

mess and that they're not happy because

36:23

like you literally just said it right now

36:27

that as a founder, you know, you're going

36:27

to have your own insecurities with your

36:30

own stuff because you're so close to it. We're like, everybody in the

36:32

outside is like, it's great.

36:35

I love it. That goes for our listeners.

36:37

Like your clients probably don't realize

36:37

that just because you're onboarding.

36:41

Seems not smooth for you doesn't mean that

36:41

the client is feeling that same thing.

36:45

So I love that you brought that up

36:45

and I'm just so appreciate you being

36:48

here talking about missive and all

36:48

the things I am going to be linking

36:52

below for anybody who's listening

36:52

because I really would love anybody

36:55

who wants to check out missive. If you'd like the opportunity to,

36:56

you can also go to workflowqueen.

36:59

com backslash emissive. And also I do want to give Felipe a chance

37:01

to talk about the demo real quick, and

37:05

then I'll drop those links for the demo if

37:05

anybody is interested in looking at that.

37:09

But if you want to kind of let

37:09

people know about the demo and

37:12

kind of end things off here. And I'm of

37:14

course, yeah. So we do at the moment we do two weekly,

37:15

weekly webinars for new customers.

37:21

So I think it's now they're

37:21

on Tuesday and Thursday.

37:24

And you can go on missiveapp. com. There's a book a demo at the top.

37:28

And that's it. You should book a place and then

37:29

you can have a conversation with us,

37:32

with me or right now Luis doing them.

37:35

And he's going to teach you all about

37:35

everything you need to know about Missive.

37:39

And then if you have more questions

37:39

or follow up, you can send us emails.

37:43

Happy to answer your question there. Or you can even attend another session

37:45

to ask more follow up questions.

37:49

I love it. Well, thank you so much

37:50

once again for being here.

37:53

I'm just so honored and I'm just so happy

37:53

that somehow I landed into Missive's life

37:58

because I am just so obsessed with it. I'm so glad that we made the

38:00

switch. Awesome. Thanks so much for inviting me.

38:03

It was good to talk.