Everything that was said, on one timeline

Every kind of contact, one place

An interaction is an email, a meeting, a call or a note, with a direction (incoming or outgoing), a date, a subject and the contact person attached. It hangs on the client and optionally on a project and on as many tasks as it is about, because one email often answers three tickets; the first task is the lead, so a client's timeline shows exactly what was discussed and with whom. The kinds are configurable per organisation; a meeting, for instance, splits into online and on-site.

• Email, meeting (online or on-site), call and note
• Incoming or outgoing, with date, time and subject
• Linked to the client, a project, one or more tasks and the contact people

Mail that keeps itself up to date

Connect your Google or Microsoft 365 account and messages that belong to a client come in on their own, marked 'needs review'. Interacties opens on that queue, with the count on the tab. A conversation sits there as one row instead of twelve, and one review can take the whole conversation: the same client, the same tasks, for every waiting message. You approve what stays and reject what should not count; on reject you can ignore the whole conversation at once, so it never comes back. The full message is fetched on approval, and one click opens it in Gmail or Outlook.

From conversation to logged hours

An interaction usually takes time, and that time is billable. 'Add to my hours' puts a time entry on your timesheet, linked to this interaction and with the client, the project and the subject already filled in. So you never enter the same conversation twice.

Yours until you share it

What is still awaiting review is not the team's: needs-review rows are private to their mailbox until approved, so a half-matched inbox does not reach everyone at once. If more colleagues were on an email, any of them may review it, and whoever decides first decides for all. The client record shows the Interactions panel with the timeline, and your dashboard shows a widget with what is still waiting on you. Contactmomenten is an extension module: the core of schakl. is open source (AGPL) and modules like this one run on a licence key the administrator installs under Instellingen → Licentie; when it lapses the module goes read-only and the whole timeline stays readable. The mailbox side lives in the Google Workspace and Microsoft 365 integrations, each with a licence of its own, so you can keep interactions by hand without a mailbox, or add one or both.