CAPABILITY · UNIFIED INBOX

Keep Sales Conversations With the Lead

Connected email, SMS, and call activity stay with the lead record. WhatsApp availability depends on workspace and provider setup.

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Inbox12 NEW

Dwight PowellEMAIL

Thursday at 10 works. Send the invite —

2 MIN AGO

Maria VanceSMS

Yes, still interested. Call me after 2pm

18 MIN AGO

Glen AckermanWHATSAPP

Can you resend the pricing sheet?

1 HR AGO

Tom BoyleCALL

Voicemail dropped · callback requested

YESTERDAY

Dwight Powell · Ridgeline Mfg.HOT

YOU · EMAIL · TUE 8:00 AM

Hi Dwight — saw Ridgeline is expanding the Cleveland facility. Teams your size usually hit a scheduling wall around now. Worth a 10-minute look?

DWIGHT · REPLY · TUE 9:12 AM

Funny timing — we were just talking about this. What does Thursday look like?

YOU · EMAIL · TUE 9:15 AM

Thursday at 10 works. Sending an invite now.

✓ REPLY LOGGED · CONVERSATION QUALITY +8 · SCORE 86 → 94

HOW IT WORKS

The Conversation and the Score, Finally in One Place

Reach Out Anywhere

Email, SMS, WhatsApp, or a call — sent from the lead record or as part of a campaign.

Replies Write Back

Every response threads onto the lead automatically. No copy-pasting from a personal inbox into the CRM.

The Score Listens

Fast, positive, two-way replies warm the lead. Bounces, opt-outs, and silence cool it. The inbox literally re-ranks your pipeline.

The Team Sees Everything

Anyone opening the lead sees the full history — emails, texts, calls, notes — before they say a word.

WHAT YOU GET

Built so Nothing Falls Through

All Channels, One Thread

Email, SMS (multi-provider), WhatsApp, and call outcomes in a single timeline per lead.

Centralized Team Inbox

Every reply from every campaign lands in one place — not scattered across personal mailboxes.

Full Email History

Sends, opens, clicks, and replies logged per lead, visible to the whole team.

Smart Reply Detection

Out-of-office and auto-replies are not counted as interest. “No longer with the company” suggests a re-route, not a penalty.

Notes and Mentions

Free-form notes with a timeline view sit alongside the messages they relate to.

Score-Aware Conversations

Reply speed, sentiment, and reciprocity feed conversation quality — a real dimension of the lead score.

Task Follow-Ups

Turn any thread into a follow-up task so the next step never depends on memory.

Opt-Out Safety

Unsubscribe and do-not-contact language routes the lead to suppression automatically.

Stop Losing Replies in Five Different Tabs.

One inbox for the whole team, wired straight into the score.

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FAQ

Frequently Asked Questions

Does the inbox replace my email account? +

No — it centralizes outreach replies. Campaign and lead conversations thread here so the team shares one view, while your personal mailbox stays yours.

What channels are supported? +

Email and SMS depend on configured accounts and providers. WhatsApp is subject to workspace availability and provider approval. Call activity can be reviewed on the lead timeline; confirm the channels enabled for your team.

Can multiple reps work the same inbox? +

Team members can work from shared lead history within their assigned permissions. Confirm mailbox connections and access before handing a conversation to another rep.