Communications,
redefined.
Specter keeps every call, email, and text on the deal. Merchant, lender, and internal conversation stays attached to the file — the full history one click away.
Runs on the tools you already use.
Twilio
Zoom
Gmail
Outlook
SendGrid
iMessage
WhatsApp
RingCentral
Microsoft Teams
Google Meet
Slack
Calendly
Google Calendar
One place to say it and track it.
Write once, send on any channel.
Compose from the deal with templates and follow-up sequences — Specter routes it to email, SMS, or a call and keeps the whole thread on the file.
Hi Maria — your $85,000 advance is approved. Here are the next steps…
Lender replies, threaded.
Approvals, counters, and declines land on the deal they answer.
- Kanjo Capital Approved
- Forward Fund Counter
- Meridian MCA Declined
Communications FAQs
Does communication stay tied to the deal if someone leaves?
Yes. Because email, SMS, and calls run through the deal file rather than a personal inbox, the history stays with the file and the team keeps it.
Can merchants and lenders both be handled in one place?
Yes. Merchant outreach, internal notes, and lender callbacks all thread to the same deal record so the full conversation is visible.
Does Neo work with communications?
Yes. Neo can draft messages from the deal context and queue them for review, then send through the same channels once approved.