Unify Your Email and CRM to Seal More Deals
Organize your emails based on deal importance using Zoho SalesInbox. Streamline your pipeline by categorizing sales activities according to each deal’s stage. Utilize tailored email columns, folders, and filters to prioritize sales tasks and boost high-priority deals. Improve your emails with relevant sales data and monitor responses for effective follow-ups.
- Email Prioritization & Snoozing
- Email Templates & Analytics
- CRM Integration
Zoho SalesInbox Features
Organize Your Emails Based on CRM Data
Connect your CRM to a clutter-free inbox to stop sifting through stacked notifications and irrelevant emails. Easily find what you need by filtering your leads based on unlimited CRM criteria such as deal size, deal source, and closing date.
- Customize filtration settings.
- Apply labels to your emails
- Create CRM-driven columns like deals, leads, contacts, and colleagues.
Respond Efficiently to Your Leads or Customers
Zoho SalesInbox enriches your email writing by providing the right context from your entire communication history with customers. You’ll have comprehensive information, spanning from support tickets to social media posts, ensuring professional message crafting.
- Get contextual info to pick from where you left off.
- Know how valuable your customer is.
- Have a timeline view.
Create a Workflow for Your Lead Conversion Process
Connect your CRM to a clutter-free inbox to stop sifting through stacked notifications and irrelevant emails. Easily find what you need by filtering your leads based on unlimited CRM criteria such as deal size, deal source, and closing date.
- Save time by creating triggers to categorize new messages as leads.
- Define the price, set a closing date, and create follow-up tasks.
- Let CRM auto-populate email addresses.
Trigger Alerts Notifications and for Follow-Up Activities
Let SalesInbox manage follow-up activities and notify you of conversations related to important deals. Stay informed about your key deals and know the right times to reach out to clients. Set reminders for actions expected from your customers.
- Automatically schedule follow-up calls and events.
- Utilize ResponseWatch feature to specify a time to hear back from a customer.
- Respond faster to momentous deals.
Refine Your Email Messages Based on Real Insights
Enhance your emails with analytics to understand which messages resonated with your customers and which ones did not. Identify the specific changes, whether minor or major, that lead to positive outcomes in your emails.
- Utilize dashboard reports and analytics to improve your emails.
- Create responses beforehand and share them with your teams.
- Gain insights on who among your team sends the best emails.
